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 7-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 | $26,098 | $138,044-81.1% | $125,339-79.2% | $134,475-80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.64% | 750.33%-775.0pp | 572.05%-596.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $3,635 | $5,243-30.7% | $4,814-24.5% | $4,740-23.3% |
| Participant deferral / active EE | $6,300 | $7,799-19.2% | $7,446-15.4% | $6,400-1.6% |
| Admin fee / account holder | $1,304 | $11,571-88.7% | $10,010-87.0% | $11,426-88.6% |