See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,194 | $75,828-33.8% | $147,614-66.0% | $59,632-15.8% |
| Participation rate | 89.5% | 71.6%+17.9pp | 84.6%+4.9pp | 68.7%+20.8pp |
| Annual return | -15.96% | 0.37%-16.3pp | 61.98%-77.9pp | 2041.28%-2057.2pp |
| Employer contribution / active EE | $3,115 | $3,485-10.6% | $5,564-44.0% | $2,203+41.4% |
| Participant deferral / active EE | $1,651 | $3,130-47.3% | $4,895-66.3% | $3,192-48.3% |
| Admin fee / account holder | $1,876 | $5,985-68.7% | $11,611-83.8% | $4,297-56.3% |