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 4-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 | $2,119 | $30,400-93.0% | $53,898-96.1% | $84,808-97.5% |
| Participation rate | 76.9% | 46.4%+30.5pp | 55.0%+22.0pp | 68.3%+8.6pp |
| Annual return | -29.07% | 500.19%-529.3pp | 528.60%-557.7pp | 40.90%-70.0pp |
| Employer contribution / active EE | $340 | $603-43.7% | $932-63.6% | $2,631-87.1% |
| Participant deferral / active EE | $568 | $1,199-52.6% | $1,826-68.9% | $4,212-86.5% |
| Admin fee / account holder | $1,039 | $1,993-47.9% | $2,491-58.3% | $7,344-85.9% |