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 | $25,050 | $45,863-45.4% | $77,024-67.5% | $68,494-63.4% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -20.48% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,998 | $1,650+203.0% | $2,812+77.7% | $2,596+92.5% |
| Participant deferral / active EE | $2,847 | $2,962-3.9% | $4,426-35.7% | $4,027-29.3% |
| Admin fee / account holder | $2,045 | $3,041-32.7% | $5,425-62.3% | $5,403-62.2% |