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 5-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 | $15,982 | $92,703-82.8% | $82,719-80.7% | $134,475-88.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -28.94% | 944.92%-973.9pp | 701.18%-730.1pp | 417.96%-446.9pp |
| Employer contribution / active EE | $4,011 | $3,274+22.5% | $3,009+33.3% | $4,740-15.4% |
| Participant deferral / active EE | $10,361 | $4,802+115.8% | $4,395+135.7% | $6,400+61.9% |
| Admin fee / account holder | $665 | $5,983-88.9% | $5,329-87.5% | $11,426-94.2% |