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 | $15,367 | $39,122-60.7% | $57,179-73.1% | $62,891-75.6% |
| Participation rate | 85.5% | 70.5%+15.0pp | 75.3%+10.2pp | 69.3%+16.2pp |
| Annual return | -0.82% | 9.23%-10.1pp | 14.59%-15.4pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,992 | $1,874+6.3% | $2,682-25.7% | $2,281-12.6% |
| Participant deferral / active EE | $1,345 | $2,374-43.3% | $3,096-56.5% | $3,203-58.0% |
| Admin fee / account holder | $1,297 | $2,592-50.0% | $3,139-58.7% | $4,296-69.8% |