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 | $37,465 | $197,825-81.1% | $155,790-76.0% | $125,391-70.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -4.17% | 86.74%-90.9pp | 71.54%-75.7pp | 282.22%-286.4pp |
| Employer contribution / active EE | $949 | $4,847-80.4% | $3,836-75.3% | $4,866-80.5% |
| Participant deferral / active EE | $9,335 | $5,630+65.8% | $4,797+94.6% | $5,352+74.4% |
| Admin fee / account holder | $1,392 | $9,545-85.4% | $7,478-81.4% | $9,540-85.4% |