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 | $47,368 | $57,281-17.3% | $86,612-45.3% | $75,163-37.0% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | -27.09% | 2670.75%-2697.8pp | 591.07%-618.2pp | 160.62%-187.7pp |
| Employer contribution / active EE | $2,710 | $2,314+17.1% | $3,022-10.3% | $2,670+1.5% |
| Participant deferral / active EE | $1,406 | $3,318-57.6% | $4,438-68.3% | $4,125-65.9% |
| Admin fee / account holder | $5,096 | $4,112+23.9% | $5,614-9.2% | $5,651-9.8% |