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 | $128,978 | $165,335-22.0% | $149,696-13.8% | $158,922-18.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 4.82% | 348.15%-343.3pp | 276.60%-271.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $3,174 | $5,103-37.8% | $4,644-31.7% | $4,761-33.3% |
| Participant deferral / active EE | $11,099 | $7,181+54.6% | $6,842+62.2% | $5,982+85.5% |
| Admin fee / account holder | $439 | $10,807-95.9% | $9,309-95.3% | $11,246-96.1% |