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 | $129,885 | $161,352-19.5% | $134,172-3.2% | $137,256-5.4% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 5.70% | 28.72%-23.0pp | 25.30%-19.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,384 | $4,099-41.8% | $3,420-30.3% | $4,156-42.6% |
| Participant deferral / active EE | $4,315 | $5,552-22.3% | $4,690-8.0% | $6,407-32.7% |
| Admin fee / account holder | $2,756 | $15,028-81.7% | $12,016-77.1% | $12,270-77.5% |