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 | $22,509 | $138,044-83.7% | $125,339-82.0% | $134,475-83.3% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -21.39% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,893 | $5,243-25.8% | $4,814-19.1% | $4,740-17.9% |
| Participant deferral / active EE | $9,324 | $7,799+19.6% | $7,446+25.2% | $6,400+45.7% |
| Admin fee / account holder | $2,863 | $11,571-75.3% | $10,010-71.4% | $11,426-74.9% |