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 | $49,582 | $71,883-31.0% | $86,677-42.8% | $68,494-27.6% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -20.10% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $849 | $2,173-60.9% | $2,836-70.1% | $2,596-67.3% |
| Participant deferral / active EE | $5,308 | $3,779+40.5% | $4,656+14.0% | $4,027+31.8% |
| Admin fee / account holder | $1,287 | $6,112-78.9% | $7,493-82.8% | $5,403-76.2% |