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 3-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 | $35,102 | $74,888-53.1% | $71,209-50.7% | $142,382-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -3.58% | 345.14%-348.7pp | 282.51%-286.1pp | 217.08%-220.7pp |
| Employer contribution / active EE | $3,317 | $2,854+16.2% | $2,721+21.9% | $4,299-22.9% |
| Participant deferral / active EE | $8,843 | $4,454+98.5% | $4,175+111.8% | $6,507+35.9% |
| Admin fee / account holder | $4,836 | $5,568-13.2% | $5,349-9.6% | $12,624-61.7% |