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 10-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 | $17,480 | $97,757-82.1% | $83,848-79.2% | $135,375-87.1% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -16.99% | 1287.37%-1304.4pp | 850.88%-867.9pp | 519.73%-536.7pp |
| Employer contribution / active EE | $2,160 | $4,222-48.8% | $3,631-40.5% | $4,779-54.8% |
| Participant deferral / active EE | $5,897 | $4,682+25.9% | $4,082+44.5% | $5,609+5.1% |
| Admin fee / account holder | $387 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |