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 7-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 | $13,743 | $92,703-85.2% | $82,719-83.4% | $134,475-89.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -23.17% | 944.92%-968.1pp | 701.18%-724.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,032 | $3,274-68.5% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $4,857 | $4,802+1.1% | $4,395+10.5% | $6,400-24.1% |
| Admin fee / account holder | $434 | $5,983-92.7% | $5,329-91.9% | $11,426-96.2% |