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 | $47,088 | $138,044-65.9% | $125,339-62.4% | $134,475-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.85% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,554 | $5,243-51.3% | $4,814-46.9% | $4,740-46.1% |
| Participant deferral / active EE | $8,644 | $7,799+10.8% | $7,446+16.1% | $6,400+35.1% |
| Admin fee / account holder | $2,684 | $11,571-76.8% | $10,010-73.2% | $11,426-76.5% |