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 8-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 | $24,577 | $138,044-82.2% | $125,339-80.4% | $134,475-81.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.90% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,301 | $5,243-56.1% | $4,814-52.2% | $4,740-51.4% |
| Participant deferral / active EE | $6,122 | $7,799-21.5% | $7,446-17.8% | $6,400-4.3% |
| Admin fee / account holder | $981 | $11,571-91.5% | $10,010-90.2% | $11,426-91.4% |