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 | $49,304 | $90,503-45.5% | $78,689-37.3% | $273,961-82.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | -96.02% | 75.60%-171.6pp | 62.18%-158.2pp | 41.45%-137.5pp |
| Employer contribution / active EE | $12,475 | $3,176+292.8% | $2,851+337.6% | $4,869+156.2% |
| Participant deferral / active EE | $32,347 | $3,901+729.1% | $3,517+819.8% | $5,287+511.8% |
| Admin fee / account holder | $1,983 | $5,263-62.3% | $4,510-56.0% | $10,132-80.4% |