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 | $93,183 | $106,749-12.7% | $145,433-35.9% | $82,448+13.0% |
| Participation rate | 74.2% | 75.6%-1.5pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,011 | $3,444-12.6% | $4,554-33.9% | $2,551+18.0% |
| Participant deferral / active EE | $6,483 | $6,519-0.6% | $7,897-17.9% | $4,139+56.6% |
| Admin fee / account holder | $15,314 | $8,390+82.5% | $13,129+16.6% | $7,234+111.7% |