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 | $14,115 | $152,509-90.7% | $117,472-88.0% | $134,475-89.5% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -23.87% | 52.99%-76.9pp | 29.74%-53.6pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,036 | $5,571-81.4% | $4,176-75.2% | $4,740-78.1% |
| Participant deferral / active EE | $3,213 | $4,818-33.3% | $4,070-21.1% | $6,400-49.8% |
| Admin fee / account holder | $1,040 | $7,004-85.1% | $5,645-81.6% | $11,426-90.9% |