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 | $22,836 | $54,726-58.3% | $68,793-66.8% | $64,186-64.4% |
| Participation rate | 92.0% | 68.0%+24.0pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | -8.98% | -1.62%-7.4pp | -4.63%-4.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,791 | $1,846-3.0% | $2,625-31.8% | $2,381-24.8% |
| Participant deferral / active EE | $2,921 | $2,626+11.2% | $3,311-11.8% | $3,470-15.8% |
| Admin fee / account holder | $582 | $4,027-85.6% | $5,131-88.7% | $4,888-88.1% |