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 | $23,997 | $62,586-61.7% | $76,768-68.7% | $64,186-62.6% |
| Participation rate | 97.6% | 72.8%+24.7pp | 77.0%+20.6pp | 69.6%+28.0pp |
| Annual return | -7.75% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,637 | $1,832-10.6% | $2,485-34.1% | $2,381-31.2% |
| Participant deferral / active EE | $2,127 | $3,145-32.4% | $3,852-44.8% | $3,470-38.7% |
| Admin fee / account holder | $1,118 | $4,667-76.0% | $6,675-83.2% | $4,888-77.1% |