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 | $23,879 | $92,703-74.2% | $82,719-71.1% | $134,475-82.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -23.21% | 944.92%-968.1pp | 701.18%-724.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,914 | $3,274-11.0% | $3,009-3.1% | $4,740-38.5% |
| Participant deferral / active EE | $7,732 | $4,802+61.0% | $4,395+75.9% | $6,400+20.8% |
| Admin fee / account holder | $371 | $5,983-93.8% | $5,329-93.0% | $11,426-96.8% |