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 | $29,457 | $108,642-72.9% | $74,701-60.6% | $152,861-80.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -8.85% | 114.06%-122.9pp | 752.92%-761.8pp | 345.32%-354.2pp |
| Employer contribution / active EE | $7,964 | $1,503+429.9% | $1,084+635.0% | $4,762+67.2% |
| Participant deferral / active EE | $4,485 | $2,712+65.4% | $1,964+128.4% | $5,850-23.3% |
| Admin fee / account holder | $545 | $4,902-88.9% | $3,333-83.6% | $11,596-95.3% |