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 7-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 | $95,481 | $209,411-54.4% | $178,490-46.5% | $158,922-39.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.61% | 188.75%-194.4pp | 151.07%-156.7pp | 302.83%-308.4pp |
| Employer contribution / active EE | $1,886 | $5,706-66.9% | $5,011-62.4% | $4,761-60.4% |
| Participant deferral / active EE | $8,711 | $5,954+46.3% | $5,202+67.5% | $5,982+45.6% |
| Admin fee / account holder | $1,689 | $17,074-90.1% | $13,984-87.9% | $11,246-85.0% |