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 | $34,954 | $65,703-46.8% | $94,224-62.9% | $59,632-41.4% |
| Participation rate | 79.0% | 72.1%+6.9pp | 78.8%+0.3pp | 68.7%+10.4pp |
| Annual return | -3.08% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $3,017 | $2,021+49.3% | $3,587-15.9% | $2,203+37.0% |
| Participant deferral / active EE | $5,524 | $3,143+75.8% | $4,320+27.9% | $3,192+73.1% |
| Admin fee / account holder | $3,662 | $4,264-14.1% | $6,269-41.6% | $4,297-14.8% |