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 | $38,524 | $75,828-49.2% | $147,614-73.9% | $59,632-35.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.23% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,490 | $3,485-57.2% | $5,564-73.2% | $2,203-32.3% |
| Participant deferral / active EE | $2,127 | $3,130-32.1% | $4,895-56.6% | $3,192-33.4% |
| Admin fee / account holder | $1,870 | $5,985-68.8% | $11,611-83.9% | $4,297-56.5% |