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 6-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 | $19,613 | $138,044-85.8% | $125,339-84.4% | $134,475-85.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -23.01% | 750.33%-773.3pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,232 | $5,243-57.4% | $4,814-53.6% | $4,740-52.9% |
| Participant deferral / active EE | $4,425 | $7,799-43.3% | $7,446-40.6% | $6,400-30.9% |
| Admin fee / account holder | $568 | $11,571-95.1% | $10,010-94.3% | $11,426-95.0% |