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 | $143,736 | $153,772-6.5% | $133,980+7.3% | $273,961-47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.22% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,049 | $6,029-32.8% | $5,211-22.3% | $4,869-16.8% |
| Participant deferral / active EE | $10,639 | $6,958+52.9% | $6,282+69.4% | $5,287+101.2% |
| Admin fee / account holder | $1,376 | $11,765-88.3% | $9,324-85.2% | $10,132-86.4% |