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 | $74,888-67.3% | $71,209-65.6% | $142,382-82.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | -5.41% | 345.14%-350.6pp | 282.51%-287.9pp | 217.08%-222.5pp |
| Employer contribution / active EE | $3,626 | $2,854+27.0% | $2,721+33.2% | $4,299-15.7% |
| Participant deferral / active EE | $8,643 | $4,454+94.0% | $4,175+107.0% | $6,507+32.8% |
| Admin fee / account holder | $2,106 | $5,568-62.2% | $5,349-60.6% | $12,624-83.3% |