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 | $239,910 | $176,812+35.7% | $146,665+63.6% | $167,490+43.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.37% | 24.03%-17.7pp | 22.74%-16.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,899 | $5,160-43.8% | $4,136-29.9% | $4,837-40.1% |
| Participant deferral / active EE | $8,336 | $6,440+29.5% | $5,506+51.4% | $6,341+31.5% |
| Admin fee / account holder | $3,339 | $13,259-74.8% | $10,280-67.5% | $12,309-72.9% |