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 | $56,640 | $62,586-9.5% | $76,768-26.2% | $64,186-11.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -8.67% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,567 | $1,832-14.5% | $2,485-36.9% | $2,381-34.2% |
| Participant deferral / active EE | $6,733 | $3,145+114.1% | $3,852+74.8% | $3,470+94.1% |
| Admin fee / account holder | $2,675 | $4,667-42.7% | $6,675-59.9% | $4,888-45.3% |