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 | $45,448 | $50,958-10.8% | $74,550-39.0% | $64,186-29.2% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | -8.16% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,276 | $2,301+85.8% | $3,108+37.6% | $3,470+23.2% |
| Admin fee / account holder | $2,642 | $4,223-37.4% | $5,060-47.8% | $4,888-46.0% |