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 | $106,076 | $98,750+7.4% | $149,696-29.1% | $79,858+32.8% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 4.86% | 27.43%-22.6pp | 276.60%-271.7pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,174 | $3,216-1.3% | $4,644-31.7% | $2,471+28.5% |
| Participant deferral / active EE | $8,129 | $5,680+43.1% | $6,842+18.8% | $3,740+117.4% |
| Admin fee / account holder | $2,657 | $6,053-56.1% | $9,309-71.5% | $5,306-49.9% |