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 | $16,107 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -20.71% | 750.33%-771.0pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,072 | $5,243-60.5% | $4,814-57.0% | $4,740-56.3% |
| Participant deferral / active EE | $5,298 | $7,799-32.1% | $7,446-28.9% | $6,400-17.2% |
| Admin fee / account holder | $703 | $11,571-93.9% | $10,010-93.0% | $11,426-93.9% |