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 | $21,081 | $95,971-78.0% | $74,550-71.7% | $135,375-84.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.80% | 56.96%-70.8pp | 32.53%-46.3pp | 519.73%-533.5pp |
| Employer contribution / active EE | $4,658 | $2,716+71.5% | $1,961+137.5% | $4,779-2.5% |
| Participant deferral / active EE | $7,479 | $3,843+94.6% | $3,108+140.6% | $5,609+33.4% |
| Admin fee / account holder | $3,024 | $6,522-53.6% | $5,060-40.2% | $10,827-72.1% |