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 | $28,373 | $180,449-84.3% | $154,107-81.6% | $135,375-79.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -16.41% | 888.09%-904.5pp | 735.12%-751.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $3,171 | $6,035-47.5% | $5,298-40.1% | $4,779-33.6% |
| Participant deferral / active EE | $4,942 | $5,806-14.9% | $5,081-2.7% | $5,609-11.9% |
| Admin fee / account holder | $1,672 | $16,143-89.6% | $13,411-87.5% | $10,827-84.6% |