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 | $122,448 | $80,968+51.2% | $96,544+26.8% | $75,163+62.9% |
| Participation rate | 94.2% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.0pp |
| Annual return | 10.50% | 27.06%-16.6pp | 25.84%-15.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,942 | $2,282-14.9% | $2,965-34.5% | $2,670-27.3% |
| Participant deferral / active EE | $7,210 | $3,928+83.6% | $4,851+48.6% | $4,125+74.8% |
| Admin fee / account holder | $18,288 | $6,724+172.0% | $8,252+121.6% | $5,651+223.6% |