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 | $22,887 | $50,958-55.1% | $74,550-69.3% | $64,186-64.3% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.1%+6.7pp | 69.6%+6.2pp |
| Annual return | -8.57% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $284 | $1,115-74.5% | $1,961-85.5% | $2,381-88.1% |
| Participant deferral / active EE | $2,501 | $2,301+8.7% | $3,108-19.5% | $3,470-27.9% |
| Admin fee / account holder | $1,585 | $4,223-62.5% | $5,060-68.7% | $4,888-67.6% |