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 10-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 | $25,422 | $53,596-52.6% | $90,645-72.0% | $64,186-60.4% |
| Participation rate | 85.7% | 64.5%+21.2pp | 74.0%+11.7pp | 69.6%+16.1pp |
| Annual return | -8.27% | 4.41%-12.7pp | 1.88%-10.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,110 | $1,503-26.1% | $2,532-56.1% | $2,381-53.4% |
| Participant deferral / active EE | $2,344 | $2,459-4.7% | $3,425-31.6% | $3,470-32.4% |
| Admin fee / account holder | $806 | $3,868-79.2% | $4,994-83.9% | $4,888-83.5% |