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 | $108,618 | $132,239-17.9% | $105,722+2.7% | $273,961-60.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.07% | 10.07%-10.0pp | 12.25%-12.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $5,475 | $4,867+12.5% | $4,079+34.2% | $4,869+12.5% |
| Participant deferral / active EE | $11,109 | $6,233+78.2% | $5,326+108.6% | $5,287+110.1% |
| Admin fee / account holder | $15,016 | $12,032+24.8% | $8,308+80.7% | $10,132+48.2% |