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 | $114,071 | $72,012+58.4% | $185,823-38.6% | $79,858+42.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.45% | 23.12%-11.7pp | 35.95%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,139 | $1,965+8.9% | $4,087-47.7% | $2,471-13.4% |
| Participant deferral / active EE | $4,751 | $3,779+25.7% | $5,632-15.6% | $3,740+27.0% |
| Admin fee / account holder | $1,232 | $4,513-72.7% | $9,500-87.0% | $5,306-76.8% |