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 10-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 | $25,776 | $92,703-72.2% | $82,719-68.8% | $134,475-80.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -21.55% | 944.92%-966.5pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,538 | $3,274-53.0% | $3,009-48.9% | $4,740-67.6% |
| Participant deferral / active EE | $2,279 | $4,802-52.5% | $4,395-48.2% | $6,400-64.4% |
| Admin fee / account holder | $1,062 | $5,983-82.2% | $5,329-80.1% | $11,426-90.7% |