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 | $41,934 | $81,258-48.4% | $105,218-60.1% | $59,632-29.7% |
| Participation rate | 71.1% | 75.4%-4.4pp | 77.2%-6.2pp | 68.7%+2.4pp |
| Annual return | -3.51% | 1.96%-5.5pp | 5.33%-8.8pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,898 | $2,562-25.9% | $3,255-41.7% | $2,203-13.8% |
| Participant deferral / active EE | $3,428 | $3,881-11.7% | $4,867-29.6% | $3,192+7.4% |
| Admin fee / account holder | $1,593 | $5,841-72.7% | $6,992-77.2% | $4,297-62.9% |