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 | $21,932 | $138,044-84.1% | $125,339-82.5% | $134,475-83.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -24.05% | 750.33%-774.4pp | 572.05%-596.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $4,041 | $5,243-22.9% | $4,814-16.1% | $4,740-14.7% |
| Participant deferral / active EE | $6,467 | $7,799-17.1% | $7,446-13.2% | $6,400+1.0% |
| Admin fee / account holder | $1,238 | $11,571-89.3% | $10,010-87.6% | $11,426-89.2% |