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 | $24,136 | $75,828-68.2% | $147,614-83.6% | $59,632-59.5% |
| Participation rate | 84.0% | 71.6%+12.4pp | 84.6%-0.6pp | 68.7%+15.3pp |
| Annual return | -3.18% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $3,221 | $3,485-7.6% | $5,564-42.1% | $2,203+46.3% |
| Participant deferral / active EE | $4,549 | $3,130+45.3% | $4,895-7.1% | $3,192+42.5% |
| Admin fee / account holder | $409 | $5,985-93.2% | $11,611-96.5% | $4,297-90.5% |