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 | $23,896 | $62,586-61.8% | $76,768-68.9% | $64,186-62.8% |
| Participation rate | 88.1% | 72.8%+15.3pp | 77.0%+11.1pp | 69.6%+18.5pp |
| Annual return | -7.92% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,215 | $1,832+130.1% | $2,485+69.6% | $2,381+77.0% |
| Participant deferral / active EE | $1,747 | $3,145-44.4% | $3,852-54.6% | $3,470-49.6% |
| Admin fee / account holder | $1,221 | $4,667-73.8% | $6,675-81.7% | $4,888-75.0% |