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 | $227,123 | $172,111+32.0% | $150,298+51.1% | $137,256+65.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 5.36% | 69.37%-64.0pp | 62.79%-57.4pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,590 | $4,636-44.1% | $4,154-37.7% | $4,156-37.7% |
| Participant deferral / active EE | $8,241 | $6,166+33.7% | $5,453+51.1% | $6,407+28.6% |
| Admin fee / account holder | $1,509 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |