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 | $72,928 | $73,933-1.4% | $96,683-24.6% | $75,163-3.0% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 11.84% | 26.70%-14.9pp | 35.69%-23.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,509 | $2,928-48.5% | $3,737-59.6% | $2,670-43.5% |
| Participant deferral / active EE | $6,173 | $3,659+68.7% | $4,878+26.5% | $4,125+49.6% |
| Admin fee / account holder | $4,392 | $5,216-15.8% | $6,730-34.7% | $5,651-22.3% |