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 | $121,670 | $64,707+88.0% | $112,228+8.4% | $68,494+77.6% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -22.21% | -11.40%-10.8pp | 27.45%-49.7pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,118 | $2,746-59.3% | $3,635-69.2% | $2,596-56.9% |
| Participant deferral / active EE | $2,734 | $3,565-23.3% | $4,728-42.2% | $4,027-32.1% |
| Admin fee / account holder | $1,258 | $5,232-76.0% | $6,410-80.4% | $5,403-76.7% |