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 | $21,592 | $82,664-73.9% | $125,339-82.8% | $68,494-68.5% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -23.55% | -5.97%-17.6pp | 572.05%-595.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $5,052 | $3,381+49.4% | $4,814+5.0% | $2,596+94.6% |
| Participant deferral / active EE | $12,746 | $6,110+108.6% | $7,446+71.2% | $4,027+216.5% |
| Admin fee / account holder | $1,279 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |