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 4-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 | $78,505 | $74,888+4.8% | $71,209+10.2% | $142,382-44.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -3.50% | 345.14%-348.6pp | 282.51%-286.0pp | 217.08%-220.6pp |
| Employer contribution / active EE | $1,888 | $2,854-33.8% | $2,721-30.6% | $4,299-56.1% |
| Participant deferral / active EE | $2,324 | $4,454-47.8% | $4,175-44.3% | $6,507-64.3% |
| Admin fee / account holder | $933 | $5,568-83.2% | $5,349-82.6% | $12,624-92.6% |