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 | $109,179 | $111,814-2.4% | $103,374+5.6% | $145,959-25.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.91% | 24.77%-18.9pp | 24.89%-19.0pp | 561.95%-556.0pp |
| Employer contribution / active EE | $2,136 | $4,214-49.3% | $3,869-44.8% | $4,661-54.2% |
| Participant deferral / active EE | $6,712 | $5,618+19.5% | $5,058+32.7% | $6,689+0.4% |
| Admin fee / account holder | $4,129 | $9,754-57.7% | $8,394-50.8% | $13,398-69.2% |