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 9-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 | $25,643 | $45,863-44.1% | $77,024-66.7% | $68,494-62.6% |
| Participation rate | 70.9% | 55.9%+15.0pp | 67.9%+3.0pp | 67.9%+3.0pp |
| Annual return | -20.57% | 1.72%-22.3pp | 42.32%-62.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,697 | $1,650+63.5% | $2,812-4.1% | $2,596+3.9% |
| Participant deferral / active EE | $4,076 | $2,962+37.6% | $4,426-7.9% | $4,027+1.2% |
| Admin fee / account holder | $2,001 | $3,041-34.2% | $5,425-63.1% | $5,403-63.0% |