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 | $18,571 | $92,703-80.0% | $82,719-77.5% | $134,475-86.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -39.75% | 944.92%-984.7pp | 701.18%-740.9pp | 417.96%-457.7pp |
| Employer contribution / active EE | $1,634 | $3,274-50.1% | $3,009-45.7% | $4,740-65.5% |
| Participant deferral / active EE | $3,887 | $4,802-19.1% | $4,395-11.6% | $6,400-39.3% |
| Admin fee / account holder | $351 | $5,983-94.1% | $5,329-93.4% | $11,426-96.9% |