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 | $18,744 | $92,703-79.8% | $82,719-77.3% | $134,475-86.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.78% | 944.92%-973.7pp | 701.18%-730.0pp | 417.96%-446.7pp |
| Employer contribution / active EE | $1,629 | $3,274-50.2% | $3,009-45.9% | $4,740-65.6% |
| Participant deferral / active EE | $6,896 | $4,802+43.6% | $4,395+56.9% | $6,400+7.8% |
| Admin fee / account holder | $1,211 | $5,983-79.8% | $5,329-77.3% | $11,426-89.4% |