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 | $93,674 | $217,402-56.9% | $185,823-49.6% | $167,490-44.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 6.09% | 148.36%-142.3pp | 122.05%-116.0pp | 478.56%-472.5pp |
| Employer contribution / active EE | $7,836 | $5,873+33.4% | $5,167+51.6% | $4,837+62.0% |
| Participant deferral / active EE | $10,929 | $6,356+71.9% | $5,568+96.3% | $6,341+72.3% |
| Admin fee / account holder | $666 | $19,811-96.6% | $16,237-95.9% | $12,309-94.6% |