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 | $82,966 | $72,277+14.8% | $101,248-18.1% | $79,858+3.9% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 8.61% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,069 | $2,692-23.1% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $3,361 | $3,282+2.4% | $4,370-23.1% | $3,740-10.1% |
| Admin fee / account holder | $998 | $4,400-77.3% | $5,945-83.2% | $5,306-81.2% |