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 6-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 | $104,646 | $118,680-11.8% | $98,907+5.8% | $158,922-34.2% |
| Participation rate | 81.0% | 77.8%+3.1pp | 76.0%+4.9pp | 82.0%-1.0pp |
| Annual return | 0.10% | 372.35%-372.3pp | 196.43%-196.3pp | 302.83%-302.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,628 | $5,088-48.3% | $4,244-38.1% | $5,982-56.1% |
| Admin fee / account holder | $43,971 | $10,131+334.0% | $6,642+562.1% | $11,246+291.0% |