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 | $141,202 | $72,277+95.4% | $101,248+39.5% | $79,858+76.8% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | -2.41% | 22.30%-24.7pp | 46.47%-48.9pp | 31.71%-34.1pp |
| Employer contribution / active EE | $2,331 | $2,692-13.4% | $3,660-36.3% | $2,471-5.6% |
| Participant deferral / active EE | $5,032 | $3,282+53.3% | $4,370+15.2% | $3,740+34.6% |
| Admin fee / account holder | $12,559 | $4,400+185.4% | $5,945+111.2% | $5,306+136.7% |