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 | $69,715 | $70,428-1.0% | $96,562-27.8% | $85,850-18.8% |
| Participation rate | 83.6% | 61.8%+21.8pp | 69.8%+13.8pp | 69.3%+14.3pp |
| Annual return | 6.96% | 18.59%-11.6pp | 37.78%-30.8pp | 318.53%-311.6pp |
| Employer contribution / active EE | $2,740 | $1,413+93.9% | $2,356+16.3% | $2,565+6.8% |
| Participant deferral / active EE | $2,907 | $2,894+0.5% | $3,849-24.5% | $3,952-26.4% |
| Admin fee / account holder | $1,852 | $4,997-62.9% | $6,181-70.0% | $6,260-70.4% |