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 6-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 | $8,975 | $106,543-91.6% | $91,220-90.2% | $134,475-93.3% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -24.39% | 160.60%-185.0pp | 114.01%-138.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,309 | $4,719-8.7% | $4,234+1.8% | $6,400-32.7% |
| Admin fee / account holder | $1,846 | $6,231-70.4% | $5,420-65.9% | $11,426-83.8% |