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 | $85,611 | $52,519+63.0% | $155,790-45.0% | $59,632+43.6% |
| Participation rate | 84.6% | 61.7%+22.9pp | 76.1%+8.5pp | 68.7%+15.9pp |
| Annual return | -3.56% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,279 | $1,589-19.5% | $3,836-66.7% | $2,203-41.9% |
| Participant deferral / active EE | $4,650 | $3,084+50.7% | $4,797-3.1% | $3,192+45.7% |
| Admin fee / account holder | $1,774 | $3,540-49.9% | $7,478-76.3% | $4,297-58.7% |