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 | $133,516 | $85,022+57.0% | $70,515+89.3% | $139,434-4.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.03% | 30.38%-20.4pp | 32.77%-22.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $4,013 | $3,909+2.7% | $2,973+34.9% | $4,751-15.5% |
| Participant deferral / active EE | $8,950 | $5,890+51.9% | $4,567+96.0% | $6,710+33.4% |
| Admin fee / account holder | $2,638 | $8,906-70.4% | $6,412-58.9% | $11,403-76.9% |