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 | $70,000 | $183,963-61.9% | $162,163-56.8% | $152,861-54.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | -0.86% | 150.76%-151.6pp | 115.59%-116.4pp | 345.32%-346.2pp |
| Employer contribution / active EE | $1,495 | $6,371-76.5% | $5,614-73.4% | $4,762-68.6% |
| Participant deferral / active EE | $4,186 | $8,034-47.9% | $7,298-42.6% | $5,850-28.5% |
| Admin fee / account holder | $244,204 | $13,121+1761.1% | $10,843+2152.3% | $11,596+2005.9% |