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 | $30,143 | $176,056-82.9% | $159,436-81.1% | $167,490-82.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.72% | 331.75%-333.5pp | 263.57%-265.3pp | 478.56%-480.3pp |
| Employer contribution / active EE | $2,609 | $5,297-50.8% | $4,829-46.0% | $4,837-46.1% |
| Participant deferral / active EE | $8,721 | $7,750+12.5% | $7,352+18.6% | $6,341+37.5% |
| Admin fee / account holder | $632 | $12,554-95.0% | $10,799-94.1% | $12,309-94.9% |