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 | $47,560 | $209,411-77.3% | $178,490-73.4% | $158,922-70.1% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | -5.48% | 188.75%-194.2pp | 151.07%-156.5pp | 302.83%-308.3pp |
| Employer contribution / active EE | $2,201 | $5,706-61.4% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $4,527 | $5,954-24.0% | $5,202-13.0% | $5,982-24.3% |
| Admin fee / account holder | $946 | $17,074-94.5% | $13,984-93.2% | $11,246-91.6% |