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 | $18,851 | $58,577-67.8% | $83,333-77.4% | $64,186-70.6% |
| Participation rate | 82.0% | 72.0%+10.0pp | 77.8%+4.2pp | 69.6%+12.4pp |
| Annual return | -8.72% | 9.65%-18.4pp | 10.63%-19.4pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,656 | $2,098-21.1% | $3,379-51.0% | $2,381-30.4% |
| Participant deferral / active EE | $4,735 | $4,654+1.7% | $5,565-14.9% | $3,470+36.5% |
| Admin fee / account holder | $1,210 | $9,275-87.0% | $7,510-83.9% | $4,888-75.2% |