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 | $186,427 | $97,757+90.7% | $83,848+122.3% | $135,375+37.7% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -10.38% | 1287.37%-1297.7pp | 850.88%-861.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $4,614 | $4,222+9.3% | $3,631+27.1% | $4,779-3.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,798 | $6,674+196.7% | $5,478+261.4% | $10,827+82.9% |