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 6-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 | $65,370 | $59,805+9.3% | $79,550-17.8% | $68,494-4.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.20% | -12.30%-7.9pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,006 | $1,505+99.7% | $2,413+24.6% | $2,596+15.8% |
| Participant deferral / active EE | $3,053 | $3,024+1.0% | $3,985-23.4% | $4,027-24.2% |
| Admin fee / account holder | $2,138 | $4,835-55.8% | $6,832-68.7% | $5,403-60.4% |