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 | $86,147 | $64,348+33.9% | $90,160-4.5% | $70,131+22.8% |
| Participation rate | 78.8% | 70.4%+8.3pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 13.65% | 28.13%-14.5pp | 34.88%-21.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,055 | $2,046+0.4% | $3,318-38.1% | $2,342-12.3% |
| Participant deferral / active EE | $2,977 | $4,389-32.2% | $5,288-43.7% | $3,332-10.6% |
| Admin fee / account holder | $6,880 | $3,944+74.5% | $5,943+15.8% | $4,645+48.1% |