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 | $99,199 | $87,013+14.0% | $106,213-6.6% | $80,856+22.7% |
| Participation rate | 75.7% | 70.4%+5.2pp | 75.3%+0.4pp | 67.6%+8.0pp |
| Annual return | 8.83% | 17.05%-8.2pp | 116.14%-107.3pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,334 | $2,395-44.3% | $3,171-57.9% | $2,755-51.6% |
| Participant deferral / active EE | $4,443 | $3,986+11.5% | $5,016-11.4% | $4,296+3.4% |
| Admin fee / account holder | $7,908 | $8,431-6.2% | $11,033-28.3% | $6,918+14.3% |