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 | $32,027 | $92,703-65.5% | $82,719-61.3% | $134,475-76.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -24.10% | 944.92%-969.0pp | 701.18%-725.3pp | 417.96%-442.1pp |
| Employer contribution / active EE | $6,000 | $3,274+83.3% | $3,009+99.4% | $4,740+26.6% |
| Participant deferral / active EE | $2,687 | $4,802-44.0% | $4,395-38.9% | $6,400-58.0% |
| Admin fee / account holder | $458 | $5,983-92.3% | $5,329-91.4% | $11,426-96.0% |