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 | $20,435 | $138,044-85.2% | $125,339-83.7% | $134,475-84.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -27.48% | 750.33%-777.8pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $2,486 | $5,243-52.6% | $4,814-48.4% | $4,740-47.6% |
| Participant deferral / active EE | $11,726 | $7,799+50.4% | $7,446+57.5% | $6,400+83.2% |
| Admin fee / account holder | $1,235 | $11,571-89.3% | $10,010-87.7% | $11,426-89.2% |