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 | $69,280 | $209,411-66.9% | $178,490-61.2% | $158,922-56.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.94% | 188.75%-190.7pp | 151.07%-153.0pp | 302.83%-304.8pp |
| Employer contribution / active EE | $3,508 | $5,706-38.5% | $5,011-30.0% | $4,761-26.3% |
| Participant deferral / active EE | $2,408 | $5,954-59.6% | $5,202-53.7% | $5,982-59.8% |
| Admin fee / account holder | $1,247 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |