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 | $32,783 | $92,703-64.6% | $82,719-60.4% | $134,475-75.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.13% | 944.92%-973.1pp | 701.18%-729.3pp | 417.96%-446.1pp |
| Employer contribution / active EE | $3,261 | $3,274-0.4% | $3,009+8.4% | $4,740-31.2% |
| Participant deferral / active EE | $10,769 | $4,802+124.3% | $4,395+145.0% | $6,400+68.3% |
| Admin fee / account holder | $1,009 | $5,983-83.1% | $5,329-81.1% | $11,426-91.2% |