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 | $124,299 | $99,341+25.1% | $84,750+46.7% | $273,961-54.6% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | -1.79% | 22.93%-24.7pp | 22.78%-24.6pp | 41.45%-43.2pp |
| Employer contribution / active EE | $8,816 | $4,214+109.2% | $3,574+146.7% | $4,869+81.1% |
| Participant deferral / active EE | $6,186 | $4,269+44.9% | $3,712+66.7% | $5,287+17.0% |
| Admin fee / account holder | $9,767 | $6,644+47.0% | $5,332+83.2% | $10,132-3.6% |