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 | $22,553 | $124,185-81.8% | $108,410-79.2% | $167,490-86.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | -1.82% | 1379.64%-1381.5pp | 905.27%-907.1pp | 478.56%-480.4pp |
| Employer contribution / active EE | $4,183 | $4,187-0.1% | $3,558+17.6% | $4,837-13.5% |
| Participant deferral / active EE | $3,136 | $6,908-54.6% | $6,563-52.2% | $6,341-50.6% |
| Admin fee / account holder | $480 | $9,455-94.9% | $7,295-93.4% | $12,309-96.1% |