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 | $130,614 | $115,770+12.8% | $101,248+29.0% | $158,922-17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.79% | 56.14%-54.4pp | 46.47%-44.7pp | 302.83%-301.0pp |
| Employer contribution / active EE | $2,356 | $4,175-43.6% | $3,660-35.6% | $4,761-50.5% |
| Participant deferral / active EE | $3,875 | $4,957-21.8% | $4,370-11.3% | $5,982-35.2% |
| Admin fee / account holder | $1,156 | $7,245-84.0% | $5,945-80.6% | $11,246-89.7% |