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 | $47,749 | $167,307-71.5% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.14% | 0.46%-32.6pp | -0.04%-32.1pp | 417.96%-450.1pp |
| Employer contribution / active EE | $3,165 | $5,619-43.7% | $4,951-36.1% | $4,740-33.2% |
| Participant deferral / active EE | $15,257 | $6,446+136.7% | $5,637+170.7% | $6,400+138.4% |
| Admin fee / account holder | $2,269 | $18,088-87.5% | $14,673-84.5% | $11,426-80.1% |