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 | $9,445 | $92,703-89.8% | $82,719-88.6% | $134,475-93.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -31.77% | 944.92%-976.7pp | 701.18%-732.9pp | 417.96%-449.7pp |
| Employer contribution / active EE | $2,330 | $3,274-28.8% | $3,009-22.6% | $4,740-50.8% |
| Participant deferral / active EE | $4,695 | $4,802-2.2% | $4,395+6.8% | $6,400-26.6% |
| Admin fee / account holder | $386 | $5,983-93.6% | $5,329-92.8% | $11,426-96.6% |