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 4-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 | $24,466 | $72,071-66.1% | $68,368-64.2% | $137,256-82.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | -5.41% | 353.14%-358.6pp | 292.57%-298.0pp | 220.34%-225.8pp |
| Employer contribution / active EE | $3,626 | $2,788+30.0% | $2,649+36.9% | $4,156-12.8% |
| Participant deferral / active EE | $8,643 | $4,410+96.0% | $4,123+109.6% | $6,407+34.9% |
| Admin fee / account holder | $2,106 | $5,336-60.5% | $5,150-59.1% | $12,270-82.8% |