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 6-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 | $26,217 | $82,664-68.3% | $125,339-79.1% | $68,494-61.7% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -23.26% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $2,838 | $3,381-16.0% | $4,814-41.0% | $2,596+9.3% |
| Participant deferral / active EE | $12,518 | $6,110+104.9% | $7,446+68.1% | $4,027+210.8% |
| Admin fee / account holder | $3,336 | $6,275-46.8% | $10,010-66.7% | $5,403-38.3% |