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 | $29,925 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 0.54% | 61.17%-60.6pp | 64.67%-64.1pp | 561.29%-560.7pp |
| Employer contribution / active EE | $3,153 | $5,313-40.6% | $4,672-32.5% | $4,660-32.3% |
| Participant deferral / active EE | $7,394 | $6,462+14.4% | $5,626+31.4% | $6,688+10.6% |
| Admin fee / account holder | $7,918 | $19,313-59.0% | $15,912-50.2% | $13,397-40.9% |