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 | $36,542 | $62,586-41.6% | $76,768-52.4% | $64,186-43.1% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-5.9pp | 69.6%+1.4pp |
| Annual return | -7.81% | -1.95%-5.9pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,860 | $1,832+1.5% | $2,485-25.2% | $2,381-21.9% |
| Participant deferral / active EE | $4,097 | $3,145+30.3% | $3,852+6.4% | $3,470+18.1% |
| Admin fee / account holder | $1,933 | $4,667-58.6% | $6,675-71.0% | $4,888-60.4% |