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 | $43,755 | $138,065-68.3% | $123,544-64.6% | $135,375-67.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -14.41% | 153.68%-168.1pp | 119.20%-133.6pp | 519.73%-534.1pp |
| Employer contribution / active EE | $3,764 | $5,151-26.9% | $4,628-18.7% | $4,779-21.2% |
| Participant deferral / active EE | $10,447 | $6,799+53.7% | $6,426+62.6% | $5,609+86.3% |
| Admin fee / account holder | $737 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |