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 | $62,485 | $51,175+22.1% | $70,515-11.4% | $75,163-16.9% |
| Participation rate | 86.5% | 60.9%+25.6pp | 68.3%+18.1pp | 67.2%+19.3pp |
| Annual return | -6.86% | 30.02%-36.9pp | 32.77%-39.6pp | 160.62%-167.5pp |
| Employer contribution / active EE | $1,763 | $1,826-3.5% | $2,973-40.7% | $2,670-34.0% |
| Participant deferral / active EE | $5,437 | $2,849+90.8% | $4,567+19.1% | $4,125+31.8% |
| Admin fee / account holder | $358 | $4,091-91.2% | $6,412-94.4% | $5,651-93.7% |