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 | $13,683 | $67,331-79.7% | $60,874-77.5% | $134,475-89.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.01% | 49.93%-72.9pp | 16.90%-39.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,831 | $3,096-8.6% | $2,701+4.8% | $4,740-40.3% |
| Participant deferral / active EE | $7,333 | $4,538+61.6% | $3,817+92.1% | $6,400+14.6% |
| Admin fee / account holder | $1,416 | $4,582-69.1% | $3,224-56.1% | $11,426-87.6% |