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 | $29,609 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -25.45% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $4,384 | $5,243-16.4% | $4,814-8.9% | $4,740-7.5% |
| Participant deferral / active EE | $9,711 | $7,799+24.5% | $7,446+30.4% | $6,400+51.7% |
| Admin fee / account holder | $666 | $11,571-94.2% | $10,010-93.4% | $11,426-94.2% |