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 | $32,197 | $92,703-65.3% | $82,719-61.1% | $134,475-76.1% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -25.99% | 944.92%-970.9pp | 701.18%-727.2pp | 417.96%-444.0pp |
| Employer contribution / active EE | $3,219 | $3,274-1.7% | $3,009+7.0% | $4,740-32.1% |
| Participant deferral / active EE | $6,400 | $4,802+33.3% | $4,395+45.6% | $6,4000% |
| Admin fee / account holder | $3,854 | $5,983-35.6% | $5,329-27.7% | $11,426-66.3% |