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 | $104,235 | $176,056-40.8% | $159,436-34.6% | $167,490-37.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 9.81% | 331.75%-321.9pp | 263.57%-253.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $7,991 | $5,297+50.9% | $4,829+65.5% | $4,837+65.2% |
| Participant deferral / active EE | $18,090 | $7,750+133.4% | $7,352+146.1% | $6,341+185.3% |
| Admin fee / account holder | $5,660 | $12,554-54.9% | $10,799-47.6% | $12,309-54.0% |