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 | $120,507 | $51,175+135.5% | $70,515+70.9% | $75,163+60.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 10.36% | 30.02%-19.7pp | 32.77%-22.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $3,212 | $1,826+75.9% | $2,973+8.0% | $2,670+20.3% |
| Participant deferral / active EE | $6,919 | $2,849+142.8% | $4,567+51.5% | $4,125+67.7% |
| Admin fee / account holder | $1,898 | $4,091-53.6% | $6,412-70.4% | $5,651-66.4% |