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 | $75,303 | $53,822+39.9% | $75,696-0.5% | $85,850-12.3% |
| Participation rate | 93.5% | 69.1%+24.5pp | 74.8%+18.7pp | 69.3%+24.2pp |
| Annual return | 10.70% | 24.54%-13.8pp | 104.53%-93.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,380 | $2,017-31.6% | $2,743-49.7% | $2,565-46.2% |
| Participant deferral / active EE | $8,837 | $2,895+205.3% | $3,821+131.3% | $3,952+123.6% |
| Admin fee / account holder | $38,326 | $3,343+1046.5% | $3,619+959.0% | $6,260+512.3% |