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 | $176,693 | $109,413+61.5% | $156,263+13.1% | $84,808+108.3% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 7.00% | 20.18%-13.2pp | 59.47%-52.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $5,850 | $2,907+101.2% | $4,333+35.0% | $2,631+122.3% |
| Participant deferral / active EE | $3,585 | $4,590-21.9% | $6,158-41.8% | $4,212-14.9% |
| Admin fee / account holder | $11,872 | $9,357+26.9% | $14,255-16.7% | $7,344+61.7% |