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 10-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 | $25,596 | $49,922-48.7% | $80,569-68.2% | $75,163-65.9% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | -12.62% | 34.69%-47.3pp | 935.43%-948.1pp | 160.62%-173.2pp |
| Employer contribution / active EE | $3,420 | $1,698+101.4% | $2,723+25.6% | $2,670+28.1% |
| Participant deferral / active EE | $6,757 | $2,990+126.0% | $4,447+51.9% | $4,125+63.8% |
| Admin fee / account holder | $5,689 | $3,577+59.0% | $5,377+5.8% | $5,651+0.7% |