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 3-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 | $6,344 | $88,751-92.9% | $81,812-92.2% | $145,922-95.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | -1.93% | 1025.40%-1027.3pp | 773.79%-775.7pp | 561.29%-563.2pp |
| Employer contribution / active EE | $1,573 | $3,083-49.0% | $2,912-46.0% | $4,660-66.2% |
| Participant deferral / active EE | $1,798 | $4,643-61.3% | $4,319-58.4% | $6,688-73.1% |
| Admin fee / account holder | $3,231 | $8,415-61.6% | $7,386-56.3% | $13,397-75.9% |