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 | $111,112 | $95,803+16.0% | $113,168-1.8% | $84,808+31.0% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 9.37% | 25.00%-15.6pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,601 | $2,360-32.2% | $2,975-46.2% | $2,631-39.1% |
| Participant deferral / active EE | $2,884 | $4,242-32.0% | $5,107-43.5% | $4,212-31.5% |
| Admin fee / account holder | $14,733 | $8,989+63.9% | $12,068+22.1% | $7,344+100.6% |