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 | $90,190 | $105,181-14.3% | $159,436-43.4% | $85,850+5.1% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 9.87% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,053 | $3,318-68.3% | $4,829-78.2% | $2,565-59.0% |
| Participant deferral / active EE | $5,034 | $5,945-15.3% | $7,352-31.5% | $3,952+27.4% |
| Admin fee / account holder | $4,540 | $6,933-34.5% | $10,799-58.0% | $6,260-27.5% |