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 | $60,992 | $56,357+8.2% | $104,294-41.5% | $68,494-11.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -20.08% | -9.19%-10.9pp | 24.61%-44.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,006 | $1,960+2.3% | $3,372-40.5% | $2,596-22.7% |
| Participant deferral / active EE | $4,170 | $3,077+35.5% | $4,625-9.8% | $4,027+3.6% |
| Admin fee / account holder | $400 | $4,903-91.8% | $7,339-94.5% | $5,403-92.6% |