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 | $79,148 | $98,750-19.8% | $149,696-47.1% | $79,858-0.9% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.2pp |
| Annual return | 12.30% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,081 | $3,216-4.2% | $4,644-33.7% | $2,471+24.7% |
| Participant deferral / active EE | $6,052 | $5,680+6.5% | $6,842-11.5% | $3,740+61.8% |
| Admin fee / account holder | $10,650 | $6,053+76.0% | $9,309+14.4% | $5,306+100.7% |