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 5-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 | $14,993 | $92,703-83.8% | $82,719-81.9% | $134,475-88.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.00% | 944.92%-970.9pp | 701.18%-727.2pp | 417.96%-444.0pp |
| Employer contribution / active EE | $2,100 | $3,274-35.9% | $3,009-30.2% | $4,740-55.7% |
| Participant deferral / active EE | $7,846 | $4,802+63.4% | $4,395+78.5% | $6,400+22.6% |
| Admin fee / account holder | $446 | $5,983-92.5% | $5,329-91.6% | $11,426-96.1% |