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 | $20,998 | $97,757-78.5% | $83,848-75.0% | $135,375-84.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -17.77% | 1287.37%-1305.1pp | 850.88%-868.6pp | 519.73%-537.5pp |
| Employer contribution / active EE | $3,885 | $4,222-8.0% | $3,631+7.0% | $4,779-18.7% |
| Participant deferral / active EE | $8,254 | $4,682+76.3% | $4,082+102.2% | $5,609+47.2% |
| Admin fee / account holder | $370 | $6,674-94.5% | $5,478-93.2% | $10,827-96.6% |