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 | $26,207 | $97,757-73.2% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.03% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,271 | $4,222-69.9% | $3,631-65.0% | $4,779-73.4% |
| Participant deferral / active EE | $2,054 | $4,682-56.1% | $4,082-49.7% | $5,609-63.4% |
| Admin fee / account holder | $540 | $6,674-91.9% | $5,478-90.1% | $10,827-95.0% |