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 | $35,937 | $64,707-44.5% | $112,228-68.0% | $68,494-47.5% |
| Participation rate | 73.5% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | -20.33% | -11.40%-8.9pp | 27.45%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,285 | $2,746+92.5% | $3,635+45.4% | $2,596+103.5% |
| Participant deferral / active EE | $6,572 | $3,565+84.4% | $4,728+39.0% | $4,027+63.2% |
| Admin fee / account holder | $17,700 | $5,232+238.3% | $6,410+176.1% | $5,403+227.6% |