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 | $230,987 | $181,894+27.0% | $156,549+47.5% | $273,961-15.7% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | -0.42% | 30.74%-31.2pp | 32.23%-32.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $7,066 | $6,248+13.1% | $5,501+28.4% | $4,869+45.1% |
| Participant deferral / active EE | $7,955 | $5,550+43.3% | $4,871+63.3% | $5,287+50.5% |
| Admin fee / account holder | $2,320 | $15,559-85.1% | $13,027-82.2% | $10,132-77.1% |