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 | $29,131 | $45,863-36.5% | $77,024-62.2% | $68,494-57.5% |
| Participation rate | 73.7% | 55.9%+17.8pp | 67.9%+5.8pp | 67.9%+5.8pp |
| Annual return | -21.10% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,026 | $1,650+22.8% | $2,812-28.0% | $2,596-22.0% |
| Participant deferral / active EE | $5,690 | $2,962+92.1% | $4,426+28.5% | $4,027+41.3% |
| Admin fee / account holder | $925 | $3,041-69.6% | $5,425-82.9% | $5,403-82.9% |