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 | $24,672 | $99,640-75.2% | $86,436-71.5% | $134,475-81.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -33.69% | 6782.58%-6816.3pp | 4394.89%-4428.6pp | 417.96%-451.7pp |
| Employer contribution / active EE | $11,834 | $4,400+168.9% | $3,769+214.0% | $4,740+149.7% |
| Participant deferral / active EE | $8,010 | $7,246+10.5% | $6,952+15.2% | $6,400+25.2% |
| Admin fee / account holder | $1,100 | $8,371-86.9% | $6,731-83.7% | $11,426-90.4% |