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 3-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 | $16,965 | $74,888-77.3% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -19.05% | 345.14%-364.2pp | 282.51%-301.6pp | 217.08%-236.1pp |
| Employer contribution / active EE | $3,530 | $2,854+23.7% | $2,721+29.7% | $4,299-17.9% |
| Participant deferral / active EE | $3,530 | $4,454-20.8% | $4,175-15.5% | $6,507-45.8% |
| Admin fee / account holder | $5,206 | $5,568-6.5% | $5,349-2.7% | $12,624-58.8% |