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 | $35,014 | $45,152-22.5% | $73,843-52.6% | $59,632-41.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.69% | 27.40%-30.1pp | 2267.84%-2270.5pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $5,780 | $1,902+203.9% | $2,787+107.4% | $2,203+162.4% |
| Participant deferral / active EE | $3,837 | $2,574+49.1% | $3,583+7.1% | $3,192+20.2% |
| Admin fee / account holder | $4,103 | $3,516+16.7% | $4,880-15.9% | $4,297-4.5% |