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 | $8,318 | $104,106-92.0% | $71,086-88.3% | $135,375-93.9% |
| Participation rate | 72.7% | 65.7%+7.1pp | 54.7%+18.1pp | 82.6%-9.9pp |
| Annual return | -16.61% | 1256.30%-1272.9pp | 650.59%-667.2pp | 519.73%-536.3pp |
| Employer contribution / active EE | $1,018 | $1,485-31.5% | $1,088-6.4% | $4,779-78.7% |
| Participant deferral / active EE | $2,531 | $2,527+0.2% | $1,874+35.0% | $5,609-54.9% |
| Admin fee / account holder | $486 | $4,142-88.3% | $3,082-84.2% | $10,827-95.5% |