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 | $54,597 | $133,922-59.2% | $116,228-53.0% | $142,382-61.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -7.58% | 147.76%-155.3pp | 90.06%-97.6pp | 217.08%-224.7pp |
| Employer contribution / active EE | $3,500 | $3,446+1.6% | $2,994+16.9% | $4,299-18.6% |
| Participant deferral / active EE | $8,484 | $5,672+49.6% | $4,953+71.3% | $6,507+30.4% |
| Admin fee / account holder | $616 | $14,945-95.9% | $11,989-94.9% | $12,624-95.1% |