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 | $22,646 | $54,350-58.3% | $82,719-72.6% | $68,494-66.9% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -22.20% | -13.67%-8.5pp | 701.18%-723.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $4,738 | $2,218+113.6% | $3,009+57.5% | $2,596+82.5% |
| Participant deferral / active EE | $9,975 | $3,246+207.3% | $4,395+127.0% | $4,027+147.7% |
| Admin fee / account holder | $856 | $4,395-80.5% | $5,329-83.9% | $5,403-84.1% |