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 | $34,994 | $175,202-80.0% | $149,673-76.6% | $139,434-74.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | -0.83% | 166.71%-167.5pp | 134.42%-135.3pp | 372.94%-373.8pp |
| Employer contribution / active EE | $5,349 | $5,474-2.3% | $4,818+11.0% | $4,751+12.6% |
| Participant deferral / active EE | $7,194 | $6,519+10.4% | $5,680+26.7% | $6,710+7.2% |
| Admin fee / account holder | $7,003 | $16,150-56.6% | $13,210-47.0% | $11,403-38.6% |