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 | $35,458 | $90,600-60.9% | $79,464-55.4% | $135,375-73.8% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -10.00% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,897 | $3,068-38.2% | $2,800-32.3% | $4,779-60.3% |
| Participant deferral / active EE | $3,256 | $4,050-19.6% | $3,704-12.1% | $5,609-42.0% |
| Admin fee / account holder | $668 | $5,907-88.7% | $5,113-86.9% | $10,827-93.8% |