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 | $15,015 | $138,044-89.1% | $125,339-88.0% | $134,475-88.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.40% | 750.33%-779.7pp | 572.05%-601.4pp | 417.96%-447.4pp |
| Employer contribution / active EE | $3,694 | $5,243-29.5% | $4,814-23.3% | $4,740-22.1% |
| Participant deferral / active EE | $18,518 | $7,799+137.4% | $7,446+148.7% | $6,400+189.4% |
| Admin fee / account holder | $5,437 | $11,571-53.0% | $10,010-45.7% | $11,426-52.4% |