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 | $86,375 | $86,929-0.6% | $102,423-15.7% | $80,856+6.8% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 8.52% | 18.88%-10.4pp | 29.32%-20.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,929 | $2,369-18.6% | $3,023-36.2% | $2,755-30.0% |
| Participant deferral / active EE | $2,982 | $4,118-27.6% | $5,053-41.0% | $4,296-30.6% |
| Admin fee / account holder | $5,763 | $8,049-28.4% | $9,451-39.0% | $6,918-16.7% |