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 | $65,252 | $81,208-19.6% | $98,907-34.0% | $79,858-18.3% |
| Participation rate | 90.2% | 72.5%+17.7pp | 76.0%+14.2pp | 69.6%+20.6pp |
| Annual return | -2.32% | 60.99%-63.3pp | 196.43%-198.8pp | 31.71%-34.0pp |
| Employer contribution / active EE | $3,593 | $1,960+83.4% | $2,689+33.6% | $2,471+45.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,668 | $6,013-39.0% | $6,642-44.8% | $5,306-30.9% |