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 | $46,396 | $135,635-65.8% | $110,238-57.9% | $135,375-65.7% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -9.70% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,359 | $4,906-72.3% | $3,826-64.5% | $4,779-71.6% |
| Participant deferral / active EE | $2,424 | $5,506-56.0% | $4,672-48.1% | $5,609-56.8% |
| Admin fee / account holder | $432 | $11,457-96.2% | $8,547-94.9% | $10,827-96.0% |