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 | $32,713 | $97,757-66.5% | $83,848-61.0% | $135,375-75.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -10.73% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,064 | $4,222-74.8% | $3,631-70.7% | $4,779-77.7% |
| Participant deferral / active EE | $8,994 | $4,682+92.1% | $4,082+120.4% | $5,609+60.4% |
| Admin fee / account holder | $320 | $6,674-95.2% | $5,478-94.2% | $10,827-97.0% |