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 | $83,433 | $91,190-8.5% | $178,490-53.3% | $79,858+4.5% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,353 | $3,256-58.4% | $5,011-73.0% | $2,471-45.2% |
| Participant deferral / active EE | $2,353 | $3,236-27.3% | $5,202-54.8% | $3,740-37.1% |
| Admin fee / account holder | $562 | $6,751-91.7% | $13,984-96.0% | $5,306-89.4% |