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 | $44,668 | $73,867-39.5% | $143,757-68.9% | $68,494-34.8% |
| Participation rate | 72.2% | 66.7%+5.6pp | 80.3%-8.1pp | 67.9%+4.3pp |
| Annual return | -22.91% | 1.01%-23.9pp | -0.04%-22.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,810 | $3,184-43.2% | $4,951-63.5% | $2,596-30.3% |
| Participant deferral / active EE | $8,617 | $3,384+154.6% | $5,637+52.9% | $4,027+114.0% |
| Admin fee / account holder | $3,075 | $5,755-46.6% | $14,673-79.0% | $5,403-43.1% |