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 | $73,262 | $198,466-63.1% | $170,442-57.0% | $147,584-50.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | -1.15% | 257.29%-258.4pp | 205.93%-207.1pp | 578.55%-579.7pp |
| Employer contribution / active EE | $2,290 | $6,184-63.0% | $5,433-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $3,242 | $5,629-42.4% | $4,939-34.4% | $5,439-40.4% |
| Admin fee / account holder | $3,442 | $16,852-79.6% | $13,880-75.2% | $10,885-68.4% |