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 | $85,536 | $152,587-43.9% | $125,175-31.7% | $152,861-44.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | -1.78% | 54.84%-56.6pp | 43.79%-45.6pp | 345.32%-347.1pp |
| Employer contribution / active EE | $2,455 | $4,946-50.4% | $3,865-36.5% | $4,762-48.5% |
| Participant deferral / active EE | $5,203 | $5,868-11.3% | $4,937+5.4% | $5,850-11.1% |
| Admin fee / account holder | $2,285 | $13,434-83.0% | $9,702-76.4% | $11,596-80.3% |