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 | $160,199 | $70,475+127.3% | $100,516+59.4% | $79,858+100.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 4.58% | 21.90%-17.3pp | 30.89%-26.3pp | 31.71%-27.1pp |
| Employer contribution / active EE | $2,181 | $2,165+0.8% | $3,418-36.2% | $2,471-11.7% |
| Participant deferral / active EE | $6,870 | $5,181+32.6% | $6,270+9.6% | $3,740+83.7% |
| Admin fee / account holder | $990 | $4,478-77.9% | $8,081-87.8% | $5,306-81.4% |