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 8-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 | $74,011 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | -6.47% | 65.07%-71.5pp | 58.88%-65.4pp | 217.08%-223.5pp |
| Employer contribution / active EE | $8,875 | $4,810+84.5% | $4,305+106.1% | $4,299+106.4% |
| Participant deferral / active EE | $6,779 | $6,272+8.1% | $5,540+22.4% | $6,507+4.2% |
| Admin fee / account holder | $555 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |