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 9-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 | $7,680 | $84,402-90.9% | $61,373-87.5% | $134,475-94.3% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -24.87% | 584.55%-609.4pp | 338.61%-363.5pp | 417.96%-442.8pp |
| Employer contribution / active EE | $885 | $1,544-42.7% | $1,159-23.7% | $4,740-81.3% |
| Participant deferral / active EE | $2,200 | $2,819-22.0% | $2,125+3.5% | $6,400-65.6% |
| Admin fee / account holder | $330 | $2,585-87.2% | $2,130-84.5% | $11,426-97.1% |