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 | $63,038 | $102,317-38.4% | $146,958-57.1% | $80,856-22.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -47.06% | 134.76%-181.8pp | 418.34%-465.4pp | 35.59%-82.7pp |
| Employer contribution / active EE | $8,356 | $3,713+125.0% | $4,933+69.4% | $2,755+203.3% |
| Participant deferral / active EE | $17,552 | $6,644+164.2% | $8,070+117.5% | $4,296+308.6% |
| Admin fee / account holder | $9,539 | $7,941+20.1% | $12,998-26.6% | $6,918+37.9% |