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 10-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 | $90,844 | $72,277+25.7% | $101,248-10.3% | $79,858+13.8% |
| Participation rate | 70.9% | 68.5%+2.4pp | 75.8%-4.9pp | 69.6%+1.3pp |
| Annual return | 7.80% | 22.30%-14.5pp | 46.47%-38.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,113 | $2,692-58.6% | $3,660-69.6% | $2,471-54.9% |
| Participant deferral / active EE | $2,735 | $3,282-16.7% | $4,370-37.4% | $3,740-26.9% |
| Admin fee / account holder | $598 | $4,400-86.4% | $5,945-89.9% | $5,306-88.7% |