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 | $56,788 | $50,958+11.4% | $74,550-23.8% | $64,186-11.5% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.1%+12.7pp | 69.6%+12.2pp |
| Annual return | -9.97% | -1.86%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $773 | $1,115-30.7% | $1,961-60.6% | $2,381-67.5% |
| Participant deferral / active EE | $2,595 | $2,301+12.7% | $3,108-16.5% | $3,470-25.2% |
| Admin fee / account holder | $9,640 | $4,223+128.3% | $5,060+90.5% | $4,888+97.2% |