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 | $32,160 | $73,004-55.9% | $90,749-64.6% | $68,494-53.0% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -18.87% | -13.81%-5.1pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,025 | $2,193-53.3% | $2,921-64.9% | $2,596-60.5% |
| Participant deferral / active EE | $3,186 | $3,627-12.1% | $4,564-30.2% | $4,027-20.9% |
| Admin fee / account holder | $790 | $5,896-86.6% | $8,445-90.6% | $5,403-85.4% |