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 9-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 | $35,566 | $180,449-80.3% | $154,107-76.9% | $135,375-73.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.89% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,855 | $6,035-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $5,439 | $5,806-6.3% | $5,081+7.1% | $5,609-3.0% |
| Admin fee / account holder | $459 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |