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 | $15,139 | $46,732-67.6% | $156,549-90.3% | $55,167-72.6% |
| Participation rate | 72.1% | 65.8%+6.3pp | 84.0%-11.9pp | 69.0%+3.1pp |
| Annual return | 0.93% | 17.72%-16.8pp | 32.23%-31.3pp | 169.23%-168.3pp |
| Employer contribution / active EE | $1,084 | $2,105-48.5% | $5,501-80.3% | $1,963-44.8% |
| Participant deferral / active EE | $2,218 | $2,204+0.6% | $4,871-54.5% | $3,054-27.4% |
| Admin fee / account holder | $9,045 | $418+2061.8% | $13,027-30.6% | $504+1694.9% |