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 | $81,735 | $66,764+22.4% | $88,497-7.6% | $62,891+30.0% |
| Participation rate | 96.8% | 77.3%+19.5pp | 82.4%+14.4pp | 69.3%+27.5pp |
| Annual return | -2.20% | 10.37%-12.6pp | 7.63%-9.8pp | 20.14%-22.3pp |
| Employer contribution / active EE | $2,904 | $3,077-5.6% | $4,036-28.1% | $2,281+27.3% |
| Participant deferral / active EE | $3,523 | $3,976-11.4% | $4,899-28.1% | $3,203+10.0% |
| Admin fee / account holder | $4,027 | $4,668-13.7% | $6,220-35.3% | $4,296-6.3% |