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 | $76,287 | $51,175+49.1% | $70,515+8.2% | $75,163+1.5% |
| Participation rate | 87.8% | 60.9%+26.9pp | 68.3%+19.5pp | 67.2%+20.6pp |
| Annual return | 10.64% | 30.02%-19.4pp | 32.77%-22.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $2,246 | $1,826+23.0% | $2,973-24.5% | $2,670-15.9% |
| Participant deferral / active EE | $4,767 | $2,849+67.3% | $4,567+4.4% | $4,125+15.6% |
| Admin fee / account holder | $3,661 | $4,091-10.5% | $6,412-42.9% | $5,651-35.2% |