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 | $45,370 | $58,577-22.5% | $83,333-45.6% | $64,186-29.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -9.11% | 9.65%-18.8pp | 10.63%-19.7pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,055 | $2,098+45.6% | $3,379-9.6% | $2,381+28.3% |
| Participant deferral / active EE | $6,792 | $4,654+45.9% | $5,565+22.1% | $3,470+95.8% |
| Admin fee / account holder | $746 | $9,275-92.0% | $7,510-90.1% | $4,888-84.7% |