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 | $21,815 | $138,065-84.2% | $123,544-82.3% | $135,375-83.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -13.58% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $3,673 | $5,151-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $10,750 | $6,799+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $4,120 | $10,916-62.3% | $9,284-55.6% | $10,827-61.9% |