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 | $22,009 | $30,400-27.6% | $53,898-59.2% | $84,808-74.0% |
| Participation rate | 93.5% | 46.4%+47.1pp | 55.0%+38.6pp | 68.3%+25.2pp |
| Annual return | 3.94% | 500.19%-496.2pp | 528.60%-524.7pp | 40.90%-37.0pp |
| Employer contribution / active EE | $1,594 | $603+164.5% | $932+71.1% | $2,631-39.4% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $887 | $1,993-55.5% | $2,491-64.4% | $7,344-87.9% |