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 | $35,439 | $55,706-36.4% | $75,886-53.3% | $72,985-51.4% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.3%+16.8pp | 69.5%+16.6pp |
| Annual return | -0.98% | 27.59%-28.6pp | 30.76%-31.7pp | 81.00%-82.0pp |
| Employer contribution / active EE | $943 | $1,687-44.1% | $2,500-62.3% | $2,440-61.4% |
| Participant deferral / active EE | $1,906 | $2,634-27.6% | $3,603-47.1% | $3,607-47.2% |
| Admin fee / account holder | $2,054 | $3,978-48.4% | $5,418-62.1% | $5,124-59.9% |