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 | $99,457 | $152,587-34.8% | $125,175-20.5% | $152,861-34.9% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | -15.90% | 54.84%-70.7pp | 43.79%-59.7pp | 345.32%-361.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,009 | $5,868-65.8% | $4,937-59.3% | $5,850-65.7% |
| Admin fee / account holder | $3,878 | $13,434-71.1% | $9,702-60.0% | $11,596-66.6% |