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 | $37,816 | $160,055-76.4% | $140,016-73.0% | $135,375-72.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -9.46% | 911.38%-920.8pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,521 | $6,420-60.7% | $5,606-55.0% | $4,779-47.3% |
| Participant deferral / active EE | $7,782 | $7,642+1.8% | $6,927+12.3% | $5,609+38.7% |
| Admin fee / account holder | $368 | $13,328-97.2% | $10,705-96.6% | $10,827-96.6% |