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 | $24,227 | $43,327-44.1% | $59,878-59.5% | $64,186-62.3% |
| Participation rate | 70.5% | 69.2%+1.3pp | 74.7%-4.2pp | 69.6%+0.9pp |
| Annual return | -7.50% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,740 | $2,028-14.2% | $2,722-36.1% | $2,381-26.9% |
| Participant deferral / active EE | $5,189 | $2,546+103.8% | $3,402+52.5% | $3,470+49.6% |
| Admin fee / account holder | $1,218 | $3,005-59.5% | $3,590-66.1% | $4,888-75.1% |