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 | $32,564 | $92,703-64.9% | $82,719-60.6% | $134,475-75.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -27.07% | 944.92%-972.0pp | 701.18%-728.2pp | 417.96%-445.0pp |
| Employer contribution / active EE | $2,329 | $3,274-28.8% | $3,009-22.6% | $4,740-50.9% |
| Participant deferral / active EE | $5,449 | $4,802+13.5% | $4,395+24.0% | $6,400-14.9% |
| Admin fee / account holder | $921 | $5,983-84.6% | $5,329-82.7% | $11,426-91.9% |