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 | $134,878 | $179,726-25.0% | $156,263-13.7% | $142,382-5.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 5.18% | 77.86%-72.7pp | 59.47%-54.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,299 | $5,069-54.6% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $16,130 | $6,956+131.9% | $6,158+161.9% | $6,507+147.9% |
| Admin fee / account holder | $1,797 | $17,272-89.6% | $14,255-87.4% | $12,624-85.8% |