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 | $41,547 | $84,695-50.9% | $73,843-43.7% | $125,391-66.9% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | -5.39% | 3123.53%-3128.9pp | 2267.84%-2273.2pp | 282.22%-287.6pp |
| Employer contribution / active EE | $4,207 | $3,123+34.7% | $2,787+50.9% | $4,866-13.5% |
| Participant deferral / active EE | $9,760 | $3,992+144.5% | $3,583+172.4% | $5,352+82.4% |
| Admin fee / account holder | $3,296 | $5,691-42.1% | $4,880-32.5% | $9,540-65.5% |