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 | $50,910 | $75,828-32.9% | $147,614-65.5% | $59,632-14.6% |
| Participation rate | 84.9% | 71.6%+13.4pp | 84.6%+0.3pp | 68.7%+16.3pp |
| Annual return | -2.84% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $4,196 | $3,485+20.4% | $5,564-24.6% | $2,203+90.5% |
| Participant deferral / active EE | $3,560 | $3,130+13.7% | $4,895-27.3% | $3,192+11.5% |
| Admin fee / account holder | $1,041 | $5,985-82.6% | $11,611-91.0% | $4,297-75.8% |