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 5-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 | $2,977 | $84,402-96.5% | $61,373-95.1% | $134,475-97.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -114.98% | 584.55%-699.5pp | 338.61%-453.6pp | 417.96%-532.9pp |
| Employer contribution / active EE | $1,607 | $1,544+4.1% | $1,159+38.6% | $4,740-66.1% |
| Participant deferral / active EE | $1,987 | $2,819-29.5% | $2,125-6.5% | $6,400-69.0% |
| Admin fee / account holder | $480 | $2,585-81.4% | $2,130-77.5% | $11,426-95.8% |