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 | $22,430 | $142,344-84.2% | $119,609-81.2% | $134,475-83.3% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -30.94% | -12.44%-18.5pp | -14.97%-16.0pp | 417.96%-448.9pp |
| Employer contribution / active EE | $5,831 | $5,222+11.7% | $4,232+37.8% | $4,740+23.0% |
| Participant deferral / active EE | $10,466 | $6,469+61.8% | $5,602+86.8% | $6,400+63.5% |
| Admin fee / account holder | $2,132 | $13,584-84.3% | $10,323-79.3% | $11,426-81.3% |