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 | $36,588 | $197,591-81.5% | $177,821-79.4% | $158,922-77.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -6.60% | 58.76%-65.4pp | 48.32%-54.9pp | 302.83%-309.4pp |
| Employer contribution / active EE | $2,387 | $6,697-64.4% | $5,918-59.7% | $4,761-49.9% |
| Participant deferral / active EE | $4,031 | $8,405-52.0% | $7,714-47.7% | $5,982-32.6% |
| Admin fee / account holder | $1,451 | $15,399-90.6% | $12,427-88.3% | $11,246-87.1% |