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 | $23,451 | $138,044-83.0% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.08% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,788 | $5,243-8.7% | $4,814-0.5% | $4,740+1.0% |
| Participant deferral / active EE | $8,185 | $7,799+5.0% | $7,446+9.9% | $6,400+27.9% |
| Admin fee / account holder | $389 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |