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 | $20,131 | $45,152-55.4% | $73,843-72.7% | $59,632-66.2% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | -3.48% | 27.40%-30.9pp | 2267.84%-2271.3pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $906 | $1,902-52.4% | $2,787-67.5% | $2,203-58.9% |
| Participant deferral / active EE | $4,552 | $2,574+76.9% | $3,583+27.1% | $3,192+42.6% |
| Admin fee / account holder | $820 | $3,516-76.7% | $4,880-83.2% | $4,297-80.9% |