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 7-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 | $36,806 | $133,958-72.5% | $112,228-67.2% | $134,475-72.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.76% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $11,028 | $4,038+173.1% | $3,635+203.4% | $4,740+132.7% |
| Participant deferral / active EE | $9,784 | $5,291+84.9% | $4,728+106.9% | $6,400+52.9% |
| Admin fee / account holder | $564 | $7,489-92.5% | $6,410-91.2% | $11,426-95.1% |