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 | $18,623 | $39,798-53.2% | $67,711-72.5% | $59,632-68.8% |
| Participation rate | 83.3% | 57.4%+26.0pp | 67.5%+15.8pp | 68.7%+14.7pp |
| Annual return | -5.60% | 89.94%-95.5pp | 25.41%-31.0pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $1,679 | $1,393+20.6% | $2,559-34.4% | $2,203-23.8% |
| Participant deferral / active EE | $3,071 | $2,335+31.5% | $3,585-14.3% | $3,192-3.8% |
| Admin fee / account holder | $339 | $3,212-89.5% | $4,255-92.0% | $4,297-92.1% |