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 | $25,320 | $142,344-82.2% | $119,609-78.8% | $134,475-81.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -44.09% | -12.44%-31.7pp | -14.97%-29.1pp | 417.96%-462.1pp |
| Employer contribution / active EE | $1,851 | $5,222-64.6% | $4,232-56.3% | $4,740-60.9% |
| Participant deferral / active EE | $12,299 | $6,469+90.1% | $5,602+119.5% | $6,400+92.2% |
| Admin fee / account holder | $696 | $13,584-94.9% | $10,323-93.3% | $11,426-93.9% |