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 | $33,090 | $138,044-76.0% | $125,339-73.6% | $134,475-75.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -33.01% | 750.33%-783.3pp | 572.05%-605.1pp | 417.96%-451.0pp |
| Employer contribution / active EE | $5,272 | $5,243+0.5% | $4,814+9.5% | $4,740+11.2% |
| Participant deferral / active EE | $12,860 | $7,799+64.9% | $7,446+72.7% | $6,400+100.9% |
| Admin fee / account holder | $2,424 | $11,571-79.0% | $10,010-75.8% | $11,426-78.8% |