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 | $32,821 | $75,828-56.7% | $147,614-77.8% | $59,632-45.0% |
| Participation rate | 77.8% | 71.6%+6.2pp | 84.6%-6.8pp | 68.7%+9.1pp |
| Annual return | -4.01% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $808 | $3,485-76.8% | $5,564-85.5% | $2,203-63.3% |
| Participant deferral / active EE | $1,834 | $3,130-41.4% | $4,895-62.5% | $3,192-42.5% |
| Admin fee / account holder | $1,852 | $5,985-69.1% | $11,611-84.1% | $4,297-56.9% |