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 | $105,060 | $88,710+18.4% | $81,783+28.5% | $145,959-28.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | -2.38% | 1027.26%-1029.6pp | 775.05%-777.4pp | 561.95%-564.3pp |
| Employer contribution / active EE | $852 | $3,083-72.4% | $2,913-70.7% | $4,661-81.7% |
| Participant deferral / active EE | $3,792 | $4,645-18.4% | $4,320-12.2% | $6,689-43.3% |
| Admin fee / account holder | $705 | $8,407-91.6% | $7,380-90.4% | $13,398-94.7% |