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 | $33,575 | $84,695-60.4% | $73,843-54.5% | $125,391-73.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -4.21% | 3123.53%-3127.7pp | 2267.84%-2272.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $519 | $3,123-83.4% | $2,787-81.4% | $4,866-89.3% |
| Participant deferral / active EE | $2,805 | $3,992-29.7% | $3,583-21.7% | $5,352-47.6% |
| Admin fee / account holder | $2,142 | $5,691-62.4% | $4,880-56.1% | $9,540-77.6% |