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 | $75,127 | $60,349+24.5% | $74,183+1.3% | $62,891+19.5% |
| Participation rate | 91.2% | 72.7%+18.5pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 1.38% | 21.37%-20.0pp | 17.74%-16.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $2,221 | $1,680+32.2% | $2,370-6.3% | $2,281-2.6% |
| Participant deferral / active EE | $4,291 | $2,856+50.2% | $3,550+20.9% | $3,203+34.0% |
| Admin fee / account holder | $1,045 | $4,261-75.5% | $5,586-81.3% | $4,296-75.7% |