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 | $108,645 | $180,449-39.8% | $154,107-29.5% | $135,375-19.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -13.85% | 888.09%-901.9pp | 735.12%-749.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,730 | $6,035-71.3% | $5,298-67.3% | $4,779-63.8% |
| Participant deferral / active EE | $10,394 | $5,806+79.0% | $5,081+104.6% | $5,609+85.3% |
| Admin fee / account holder | $420 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |