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 | $97,162 | $148,978-34.8% | $200,582-51.6% | $84,808+14.6% |
| Participation rate | 79.3% | 84.2%-4.9pp | 86.9%-7.6pp | 68.3%+11.0pp |
| Annual return | 11.26% | 28.16%-16.9pp | 42.33%-31.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,492 | $4,815-48.2% | $6,419-61.2% | $2,631-5.3% |
| Participant deferral / active EE | $4,036 | $7,142-43.5% | $9,331-56.7% | $4,212-4.2% |
| Admin fee / account holder | $1,691 | $13,977-87.9% | $16,305-89.6% | $7,344-77.0% |