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 | $32,284 | $180,449-82.1% | $154,107-79.1% | $135,375-76.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -11.89% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,826 | $6,035-69.7% | $5,298-65.5% | $4,779-61.8% |
| Participant deferral / active EE | $8,023 | $5,806+38.2% | $5,081+57.9% | $5,609+43.0% |
| Admin fee / account holder | $446 | $16,143-97.2% | $13,411-96.7% | $10,827-95.9% |