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 | $64,398 | $209,411-69.2% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | -5.86% | 188.75%-194.6pp | 151.07%-156.9pp | 302.83%-308.7pp |
| Employer contribution / active EE | $2,824 | $5,706-50.5% | $5,011-43.6% | $4,761-40.7% |
| Participant deferral / active EE | $5,094 | $5,954-14.5% | $5,202-2.1% | $5,982-14.9% |
| Admin fee / account holder | $1,884 | $17,074-89.0% | $13,984-86.5% | $11,246-83.2% |