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 4-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 | $15,850 | $70,756-77.6% | $65,493-75.8% | $142,382-88.9% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | -2.02% | 1754.89%-1756.9pp | 982.45%-984.5pp | 217.08%-219.1pp |
| Employer contribution / active EE | $654 | $2,881-77.3% | $2,574-74.6% | $4,299-84.8% |
| Participant deferral / active EE | $3,333 | $4,637-28.1% | $3,961-15.8% | $6,507-48.8% |
| Admin fee / account holder | $3,305 | $6,559-49.6% | $5,028-34.3% | $12,624-73.8% |