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 | $28,931 | $52,836-45.2% | $105,738-72.6% | $64,186-54.9% |
| Participation rate | 71.0% | 66.5%+4.4pp | 76.3%-5.4pp | 69.6%+1.4pp |
| Annual return | -10.89% | 14.30%-25.2pp | 6.27%-17.2pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,514 | $1,827-17.1% | $3,268-53.7% | $2,381-36.4% |
| Participant deferral / active EE | $3,064 | $2,545+20.4% | $4,080-24.9% | $3,470-11.7% |
| Admin fee / account holder | $6,068 | $3,959+53.3% | $6,913-12.2% | $4,888+24.1% |