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 | $31,559 | $97,757-67.7% | $83,848-62.4% | $135,375-76.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -13.52% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.3pp |
| Employer contribution / active EE | $8,222 | $4,222+94.8% | $3,631+126.5% | $4,779+72.1% |
| Participant deferral / active EE | $5,752 | $4,682+22.9% | $4,082+40.9% | $5,609+2.6% |
| Admin fee / account holder | $1,304 | $6,674-80.5% | $5,478-76.2% | $10,827-88.0% |