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 | $65,107 | $62,586+4.0% | $76,768-15.2% | $64,186+1.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -8.39% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,586 | $1,832+95.8% | $2,485+44.3% | $2,381+50.6% |
| Participant deferral / active EE | $11,615 | $3,145+269.4% | $3,852+201.6% | $3,470+234.8% |
| Admin fee / account holder | $3,643 | $4,667-21.9% | $6,675-45.4% | $4,888-25.5% |