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 | $103,712 | $138,065-24.9% | $123,544-16.1% | $135,375-23.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.99% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,328 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $6,231 | $6,799-8.4% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $481 | $10,916-95.6% | $9,284-94.8% | $10,827-95.6% |