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 | $70,442 | $85,766-17.9% | $136,294-48.3% | $70,131+0.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 11.57% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,596 | $2,966-46.2% | $4,695-66.0% | $2,342-31.9% |
| Participant deferral / active EE | $5,742 | $5,051+13.7% | $6,247-8.1% | $3,332+72.3% |
| Admin fee / account holder | $11,676 | $5,420+115.4% | $9,243+26.3% | $4,645+151.3% |