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 | $21,186 | $58,577-63.8% | $83,333-74.6% | $64,186-67.0% |
| Participation rate | 71.4% | 72.0%-0.6pp | 77.8%-6.3pp | 69.6%+1.9pp |
| Annual return | -9.46% | 9.65%-19.1pp | 10.63%-20.1pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,258 | $2,098+55.3% | $3,379-3.6% | $2,381+36.8% |
| Participant deferral / active EE | $7,388 | $4,654+58.7% | $5,565+32.8% | $3,470+112.9% |
| Admin fee / account holder | $2,664 | $9,275-71.3% | $7,510-64.5% | $4,888-45.5% |