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 | $30,275 | $138,044-78.1% | $125,339-75.8% | $134,475-77.5% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -20.90% | 750.33%-771.2pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,733 | $5,243-67.0% | $4,814-64.0% | $4,740-63.4% |
| Participant deferral / active EE | $7,471 | $7,799-4.2% | $7,446+0.3% | $6,400+16.7% |
| Admin fee / account holder | $517 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |