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 9-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 | $17,651 | $97,757-81.9% | $83,848-78.9% | $135,375-87.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.35% | 1287.37%-1301.7pp | 850.88%-865.2pp | 519.73%-534.1pp |
| Employer contribution / active EE | $3,266 | $4,222-22.6% | $3,631-10.1% | $4,779-31.7% |
| Participant deferral / active EE | $9,523 | $4,682+103.4% | $4,082+133.3% | $5,609+69.8% |
| Admin fee / account holder | $2,486 | $6,674-62.7% | $5,478-54.6% | $10,827-77.0% |