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 10-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 | $8,772 | $70,756-87.6% | $65,493-86.6% | $142,382-93.8% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | -2.48% | 1754.89%-1757.4pp | 982.45%-984.9pp | 217.08%-219.6pp |
| Employer contribution / active EE | $413 | $2,881-85.7% | $2,574-84.0% | $4,299-90.4% |
| Participant deferral / active EE | $4,091 | $4,637-11.8% | $3,961+3.3% | $6,507-37.1% |
| Admin fee / account holder | $1,933 | $6,559-70.5% | $5,028-61.6% | $12,624-84.7% |