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 | $77,079 | $59,805+28.9% | $79,550-3.1% | $68,494+12.5% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.6pp |
| Annual return | -22.63% | -12.30%-10.3pp | 0.16%-22.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,535 | $1,505+2.0% | $2,413-36.4% | $2,596-40.9% |
| Participant deferral / active EE | $9,430 | $3,024+211.8% | $3,985+136.6% | $4,027+134.1% |
| Admin fee / account holder | $1,947 | $4,835-59.7% | $6,832-71.5% | $5,403-64.0% |