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 | $46,685 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -10.01% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,007 | $5,151-80.5% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $3,481 | $6,799-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $2,998 | $10,916-72.5% | $9,284-67.7% | $10,827-72.3% |