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 7-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 | $63,949 | $82,664-22.6% | $125,339-49.0% | $68,494-6.6% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -20.51% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $9,370 | $3,381+177.1% | $4,814+94.7% | $2,596+260.9% |
| Participant deferral / active EE | $17,708 | $6,110+189.8% | $7,446+137.8% | $4,027+339.7% |
| Admin fee / account holder | $1,113 | $6,275-82.3% | $10,010-88.9% | $5,403-79.4% |