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 | $16,564 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -48.27% | 750.33%-798.6pp | 572.05%-620.3pp | 417.96%-466.2pp |
| Employer contribution / active EE | $7,237 | $5,243+38.0% | $4,814+50.3% | $4,740+52.7% |
| Participant deferral / active EE | $14,573 | $7,799+86.9% | $7,446+95.7% | $6,400+127.7% |
| Admin fee / account holder | $2,136 | $11,571-81.5% | $10,010-78.7% | $11,426-81.3% |