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 7-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 | $64,463 | $82,032-21.4% | $123,104-47.6% | $59,632+8.1% |
| Participation rate | 79.3% | 83.2%-3.9pp | 86.8%-7.5pp | 68.7%+10.6pp |
| Annual return | -2.22% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,757 | $3,297-46.7% | $5,151-65.9% | $2,203-20.2% |
| Participant deferral / active EE | $5,883 | $4,667+26.1% | $6,230-5.6% | $3,192+84.3% |
| Admin fee / account holder | $850 | $5,881-85.5% | $9,015-90.6% | $4,297-80.2% |