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 | $89,032 | $48,795+82.5% | $65,493+35.9% | $84,808+5.0% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 10.48% | 20.20%-9.7pp | 982.45%-972.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,430 | $1,930-25.9% | $2,574-44.5% | $2,631-45.7% |
| Participant deferral / active EE | $5,194 | $2,928+77.4% | $3,961+31.1% | $4,212+23.3% |
| Admin fee / account holder | $2,036 | $3,877-47.5% | $5,028-59.5% | $7,344-72.3% |