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 | $33,219 | $60,124-44.7% | $90,404-63.3% | $79,858-58.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.90% | 71.94%-66.0pp | 1293.02%-1287.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $3,098 | $2,068+49.8% | $3,262-5.0% | $2,471+25.4% |
| Participant deferral / active EE | $4,212 | $2,938+43.3% | $3,963+6.3% | $3,740+12.6% |
| Admin fee / account holder | $4,945 | $3,976+24.4% | $5,611-11.9% | $5,306-6.8% |