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 | $26,046 | $92,703-71.9% | $82,719-68.5% | $134,475-80.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -23.93% | 944.92%-968.9pp | 701.18%-725.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $4,440 | $3,274+35.6% | $3,009+47.6% | $4,740-6.3% |
| Participant deferral / active EE | $9,805 | $4,802+104.2% | $4,395+123.1% | $6,400+53.2% |
| Admin fee / account holder | $1,101 | $5,983-81.6% | $5,329-79.3% | $11,426-90.4% |