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 | $34,901 | $93,024-62.5% | $77,024-54.7% | $134,475-74.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -195.29% | 62.60%-257.9pp | 42.32%-237.6pp | 417.96%-613.3pp |
| Employer contribution / active EE | $4,453 | $3,418+30.3% | $2,812+58.3% | $4,740-6.0% |
| Participant deferral / active EE | $41,960 | $5,238+701.1% | $4,426+848.0% | $6,400+555.7% |
| Admin fee / account holder | $19,389 | $6,944+179.2% | $5,425+257.4% | $11,426+69.7% |