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 | $30,014 | $64,707-53.6% | $112,228-73.3% | $68,494-56.2% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.1%+17.4pp | 67.9%+24.6pp |
| Annual return | -20.12% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,812 | $2,746+2.4% | $3,635-22.6% | $2,596+8.3% |
| Participant deferral / active EE | $5,790 | $3,565+62.4% | $4,728+22.5% | $4,027+43.8% |
| Admin fee / account holder | $1,499 | $5,232-71.3% | $6,410-76.6% | $5,403-72.2% |