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 | $43,532 | $49,280-11.7% | $67,313-35.3% | $64,186-32.2% |
| Participation rate | 74.4% | 60.8%+13.6pp | 69.1%+5.3pp | 69.6%+4.8pp |
| Annual return | -10.42% | -1.39%-9.0pp | -4.08%-6.3pp | 7.63%-18.1pp |
| Employer contribution / active EE | $716 | $1,668-57.1% | $2,566-72.1% | $2,381-69.9% |
| Participant deferral / active EE | $3,312 | $2,484+33.3% | $3,568-7.2% | $3,470-4.5% |
| Admin fee / account holder | $6,384 | $3,863+65.3% | $4,507+41.7% | $4,888+30.6% |