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 | $54,734 | $138,044-60.4% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -23.50% | 750.33%-773.8pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,630 | $5,243-11.7% | $4,814-3.8% | $4,740-2.3% |
| Participant deferral / active EE | $12,048 | $7,799+54.5% | $7,446+61.8% | $6,400+88.3% |
| Admin fee / account holder | $2,170 | $11,571-81.3% | $10,010-78.3% | $11,426-81.0% |