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 | $112,700 | $89,753+25.6% | $107,525+4.8% | $84,808+32.9% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 12.51% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,629 | $3,113-15.5% | $3,754-29.9% | $2,631-0.1% |
| Participant deferral / active EE | $4,373 | $4,056+7.8% | $5,116-14.5% | $4,212+3.8% |
| Admin fee / account holder | $3,228 | $7,222-55.3% | $8,919-63.8% | $7,344-56.0% |