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 | $33,893 | $72,388-53.2% | $111,392-69.6% | $64,186-47.2% |
| Participation rate | 86.1% | 70.5%+15.6pp | 78.9%+7.3pp | 69.6%+16.5pp |
| Annual return | -10.66% | -1.50%-9.2pp | -2.06%-8.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,867 | $3,000-37.8% | $4,328-56.9% | $2,381-21.6% |
| Participant deferral / active EE | $6,603 | $4,241+55.7% | $5,567+18.6% | $3,470+90.3% |
| Admin fee / account holder | $628 | $5,719-89.0% | $12,266-94.9% | $4,888-87.1% |