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 | $141,610 | $142,405-0.6% | $115,157+23.0% | $152,861-7.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.44% | 41.48%-38.0pp | 35.60%-32.2pp | 345.32%-341.9pp |
| Employer contribution / active EE | $5,864 | $4,010+46.3% | $3,179+84.5% | $4,762+23.1% |
| Participant deferral / active EE | $5,973 | $5,164+15.7% | $4,168+43.3% | $5,850+2.1% |
| Admin fee / account holder | $39,344 | $8,462+365.0% | $7,088+455.1% | $11,596+239.3% |