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 | $165,207 | $152,460+8.4% | $118,746+39.1% | $147,584+11.9% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.3%+15.5pp | 82.8%+10.9pp |
| Annual return | 3.61% | 17.41%-13.8pp | 24.54%-20.9pp | 578.55%-574.9pp |
| Employer contribution / active EE | $10,861 | $5,046+115.2% | $4,193+159.0% | $4,876+122.7% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,930 | $16,953-88.6% | $10,720-82.0% | $10,885-82.3% |