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 | $47,255 | $138,044-65.8% | $125,339-62.3% | $134,475-64.9% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -21.75% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,577 | $5,243-50.8% | $4,814-46.5% | $4,740-45.6% |
| Participant deferral / active EE | $4,625 | $7,799-40.7% | $7,446-37.9% | $6,400-27.7% |
| Admin fee / account holder | $608 | $11,571-94.7% | $10,010-93.9% | $11,426-94.7% |