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 6-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 | $19,610 | $138,044-85.8% | $125,339-84.4% | $134,475-85.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.68% | 750.33%-774.0pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,189 | $5,243-58.3% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $8,407 | $7,799+7.8% | $7,446+12.9% | $6,400+31.4% |
| Admin fee / account holder | $373 | $11,571-96.8% | $10,010-96.3% | $11,426-96.7% |