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 | $21,909 | $97,757-77.6% | $83,848-73.9% | $135,375-83.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -11.21% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,145 | $4,222-49.2% | $3,631-40.9% | $4,779-55.1% |
| Participant deferral / active EE | $3,483 | $4,682-25.6% | $4,082-14.7% | $5,609-37.9% |
| Admin fee / account holder | $451 | $6,674-93.2% | $5,478-91.8% | $10,827-95.8% |