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 | $44,275 | $62,586-29.3% | $76,768-42.3% | $64,186-31.0% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -9.08% | -1.95%-7.1pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,305 | $1,832+25.8% | $2,485-7.3% | $2,381-3.2% |
| Participant deferral / active EE | $4,369 | $3,145+38.9% | $3,852+13.4% | $3,470+25.9% |
| Admin fee / account holder | $1,789 | $4,667-61.7% | $6,675-73.2% | $4,888-63.4% |