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 | $47,893 | $64,324-25.5% | $118,925-59.7% | $79,858-40.0% |
| Participation rate | 70.4% | 64.9%+5.5pp | 75.4%-5.0pp | 69.6%+0.7pp |
| Annual return | -6.70% | 86.45%-93.1pp | 35.88%-42.6pp | 31.71%-38.4pp |
| Employer contribution / active EE | $2,033 | $1,836+10.7% | $3,263-37.7% | $2,471-17.7% |
| Participant deferral / active EE | $4,978 | $2,824+76.3% | $4,265+16.7% | $3,740+33.1% |
| Admin fee / account holder | $1,703 | $4,040-57.8% | $6,581-74.1% | $5,306-67.9% |