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 | $39,051 | $62,586-37.6% | $76,768-49.1% | $64,186-39.2% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -7.66% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,761 | $1,832-3.9% | $2,485-29.1% | $2,381-26.0% |
| Participant deferral / active EE | $3,012 | $3,145-4.2% | $3,852-21.8% | $3,470-13.2% |
| Admin fee / account holder | $2,595 | $4,667-44.4% | $6,675-61.1% | $4,888-46.9% |