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 | $117,357 | $162,781-27.9% | $133,956-12.4% | $158,922-26.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.12% | 41.94%-36.8pp | 45.09%-40.0pp | 302.83%-297.7pp |
| Employer contribution / active EE | $5,016 | $4,975+0.8% | $3,919+28.0% | $4,761+5.4% |
| Participant deferral / active EE | $4,795 | $5,911-18.9% | $5,048-5.0% | $5,982-19.8% |
| Admin fee / account holder | $3,097 | $11,736-73.6% | $8,927-65.3% | $11,246-72.5% |