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 | $134,114 | $91,552+46.5% | $133,956+0.1% | $79,858+67.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.61% | 61.85%-61.2pp | 45.09%-44.5pp | 31.71%-31.1pp |
| Employer contribution / active EE | $1,919 | $2,384-19.5% | $3,919-51.0% | $2,471-22.3% |
| Participant deferral / active EE | $4,990 | $3,733+33.7% | $5,048-1.1% | $3,740+33.4% |
| Admin fee / account holder | $3,240 | $6,321-48.7% | $8,927-63.7% | $5,306-38.9% |