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 10-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 | $78,735 | $45,566+72.8% | $64,105+22.8% | $59,632+32.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -7.78% | 4.95%-12.7pp | 791.24%-799.0pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $442 | $934-52.6% | $1,820-75.7% | $2,203-79.9% |
| Participant deferral / active EE | $3,983 | $2,057+93.7% | $2,822+41.2% | $3,192+24.8% |
| Admin fee / account holder | $6,810 | $3,268+108.4% | $4,499+51.4% | $4,297+58.5% |