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 | $32,847 | $91,538-64.1% | $129,995-74.7% | $75,163-56.3% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | -9.01% | -631.11%+622.1pp | -137.18%+128.2pp | 160.62%-169.6pp |
| Employer contribution / active EE | $1,572 | $2,845-44.7% | $4,320-63.6% | $2,670-41.1% |
| Participant deferral / active EE | $3,070 | $4,341-29.3% | $5,820-47.2% | $4,125-25.6% |
| Admin fee / account holder | $2,078 | $6,790-69.4% | $10,614-80.4% | $5,651-63.2% |