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 | $31,713 | $180,449-82.4% | $154,107-79.4% | $135,375-76.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.01% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,690 | $6,035-55.4% | $5,298-49.2% | $4,779-43.7% |
| Participant deferral / active EE | $3,329 | $5,806-42.7% | $5,081-34.5% | $5,609-40.6% |
| Admin fee / account holder | $462 | $16,143-97.1% | $13,411-96.6% | $10,827-95.7% |