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 | $77,128 | $59,805+29.0% | $79,550-3.0% | $68,494+12.6% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.5%+0.8pp | 67.9%+2.4pp |
| Annual return | -20.23% | -12.30%-7.9pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,928 | $1,505+28.1% | $2,413-20.1% | $2,596-25.7% |
| Participant deferral / active EE | $4,768 | $3,024+57.6% | $3,985+19.6% | $4,027+18.4% |
| Admin fee / account holder | $600 | $4,835-87.6% | $6,832-91.2% | $5,403-88.9% |