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 10-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 | $27,922 | $135,635-79.4% | $110,238-74.7% | $135,375-79.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -13.42% | 513.19%-526.6pp | 314.74%-328.2pp | 519.73%-533.2pp |
| Employer contribution / active EE | $2,525 | $4,906-48.5% | $3,826-34.0% | $4,779-47.2% |
| Participant deferral / active EE | $5,415 | $5,506-1.7% | $4,672+15.9% | $5,609-3.5% |
| Admin fee / account holder | $427 | $11,457-96.3% | $8,547-95.0% | $10,827-96.1% |