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 6-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 | $38,459 | $54,350-29.2% | $82,719-53.5% | $68,494-43.9% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -27.88% | -13.67%-14.2pp | 701.18%-729.1pp | -7.84%-20.0pp |
| Employer contribution / active EE | $5,919 | $2,218+166.9% | $3,009+96.7% | $2,596+128.0% |
| Participant deferral / active EE | $6,674 | $3,246+105.6% | $4,395+51.9% | $4,027+65.7% |
| Admin fee / account holder | $1,510 | $4,395-65.7% | $5,329-71.7% | $5,403-72.1% |