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 | $58,505 | $49,280+18.7% | $67,313-13.1% | $64,186-8.9% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.1%+16.1pp | 69.6%+15.6pp |
| Annual return | -15.84% | -1.39%-14.4pp | -4.08%-11.8pp | 7.63%-23.5pp |
| Employer contribution / active EE | $1,354 | $1,668-18.8% | $2,566-47.2% | $2,381-43.1% |
| Participant deferral / active EE | $1,797 | $2,484-27.7% | $3,568-49.6% | $3,470-48.2% |
| Admin fee / account holder | $1,390 | $3,863-64.0% | $4,507-69.2% | $4,888-71.6% |