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 | $19,573 | $138,044-85.8% | $125,339-84.4% | $134,475-85.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -27.44% | 750.33%-777.8pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $3,383 | $5,243-35.5% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $7,352 | $7,799-5.7% | $7,446-1.3% | $6,400+14.9% |
| Admin fee / account holder | $423 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |