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 | $111,605 | $95,416+17.0% | $185,823-39.9% | $85,850+30.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.83% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,178 | $3,314-34.3% | $5,167-57.8% | $2,565-15.1% |
| Participant deferral / active EE | $5,016 | $3,423+46.5% | $5,568-9.9% | $3,952+26.9% |
| Admin fee / account holder | $1,017 | $7,213-85.9% | $16,237-93.7% | $6,260-83.7% |