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 | $59,355 | $71,883-17.4% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 73.0% | 72.2%+0.8pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -19.08% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,100 | $2,173-49.4% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $3,739 | $3,779-1.0% | $4,656-19.7% | $4,027-7.2% |
| Admin fee / account holder | $5,173 | $6,112-15.4% | $7,493-31.0% | $5,403-4.3% |