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 | $21,480 | $142,344-84.9% | $119,609-82.0% | $134,475-84.0% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -49.97% | -12.44%-37.5pp | -14.97%-35.0pp | 417.96%-467.9pp |
| Employer contribution / active EE | $3,663 | $5,222-29.9% | $4,232-13.4% | $4,740-22.7% |
| Participant deferral / active EE | $7,612 | $6,469+17.7% | $5,602+35.9% | $6,400+18.9% |
| Admin fee / account holder | $374 | $13,584-97.2% | $10,323-96.4% | $11,426-96.7% |