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 7-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 | $72,097 | $176,056-59.0% | $159,436-54.8% | $167,490-57.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -11.40% | 331.75%-343.1pp | 263.57%-275.0pp | 478.56%-490.0pp |
| Employer contribution / active EE | $11,817 | $5,297+123.1% | $4,829+144.7% | $4,837+144.3% |
| Participant deferral / active EE | $11,619 | $7,750+49.9% | $7,352+58.0% | $6,341+83.2% |
| Admin fee / account holder | $816 | $12,554-93.5% | $10,799-92.4% | $12,309-93.4% |