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 7-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 | $19,398 | $138,044-85.9% | $125,339-84.5% | $134,475-85.6% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -27.41% | 750.33%-777.7pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $3,849 | $5,243-26.6% | $4,814-20.0% | $4,740-18.8% |
| Participant deferral / active EE | $4,346 | $7,799-44.3% | $7,446-41.6% | $6,400-32.1% |
| Admin fee / account holder | $1,233 | $11,571-89.3% | $10,010-87.7% | $11,426-89.2% |