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 | $5,423 | $84,402-93.6% | $61,373-91.2% | $134,475-96.0% |
| Participation rate | 94.4% | 62.2%+32.2pp | 52.6%+41.9pp | 81.2%+13.2pp |
| Annual return | -27.28% | 584.55%-611.8pp | 338.61%-365.9pp | 417.96%-445.2pp |
| Employer contribution / active EE | $944 | $1,544-38.9% | $1,159-18.6% | $4,740-80.1% |
| Participant deferral / active EE | $3,329 | $2,819+18.1% | $2,125+56.7% | $6,400-48.0% |
| Admin fee / account holder | $950 | $2,585-63.2% | $2,130-55.4% | $11,426-91.7% |