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 | $203,546 | $81,248+150.5% | $155,509+30.9% | $80,856+151.7% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 9.75% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,246 | $3,100-59.8% | $4,672-73.3% | $2,755-54.8% |
| Participant deferral / active EE | $6,281 | $3,452+82.0% | $5,626+11.6% | $4,296+46.2% |
| Admin fee / account holder | $4,654 | $7,997-41.8% | $15,912-70.8% | $6,918-32.7% |