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 | $29,060 | $75,828-61.7% | $147,614-80.3% | $59,632-51.3% |
| Participation rate | 82.1% | 71.6%+10.6pp | 84.6%-2.5pp | 68.7%+13.5pp |
| Annual return | -3.67% | 0.37%-4.0pp | 61.98%-65.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $1,823 | $3,485-47.7% | $5,564-67.2% | $2,203-17.2% |
| Participant deferral / active EE | $1,930 | $3,130-38.4% | $4,895-60.6% | $3,192-39.5% |
| Admin fee / account holder | $1,078 | $5,985-82.0% | $11,611-90.7% | $4,297-74.9% |