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 | $33,895 | $42,383-20.0% | $76,523-55.7% | $64,186-47.2% |
| Participation rate | 74.4% | 58.1%+16.2pp | 68.0%+6.4pp | 69.6%+4.8pp |
| Annual return | -10.60% | -16.54%+5.9pp | -0.27%-10.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $4,225 | $1,563+170.3% | $2,647+59.6% | $2,381+77.5% |
| Participant deferral / active EE | $10,517 | $2,566+309.8% | $3,835+174.2% | $3,470+203.1% |
| Admin fee / account holder | $4,010 | $3,198+25.4% | $4,848-17.3% | $4,888-18.0% |