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 | $67,790 | $89,355-24.1% | $141,162-52.0% | $72,985-7.1% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 16.35% | 111.85%-95.5pp | 71.39%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $4,028 | $3,114+29.3% | $4,735-14.9% | $2,440+65.1% |
| Participant deferral / active EE | $3,466 | $5,418-36.0% | $6,709-48.3% | $3,607-3.9% |
| Admin fee / account holder | $410 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |