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 | $107,373 | $87,037+23.4% | $106,201+1.1% | $80,874+32.8% |
| Participation rate | 94.3% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 8.95% | 17.05%-8.1pp | 116.26%-107.3pp | 35.62%-26.7pp |
| Employer contribution / active EE | $5,707 | $2,396+138.2% | $3,170+80.1% | $2,756+107.1% |
| Participant deferral / active EE | $5,514 | $3,986+38.3% | $5,012+10.0% | $4,297+28.3% |
| Admin fee / account holder | $9,797 | $8,434+16.2% | $11,039-11.3% | $6,935+41.3% |