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 | $131,105 | $109,413+19.8% | $156,263-16.1% | $84,808+54.6% |
| Participation rate | 74.3% | 72.7%+1.6pp | 78.9%-4.6pp | 68.3%+6.0pp |
| Annual return | 8.10% | 20.18%-12.1pp | 59.47%-51.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $2,380 | $2,907-18.1% | $4,333-45.1% | $2,631-9.5% |
| Participant deferral / active EE | $6,060 | $4,590+32.0% | $6,158-1.6% | $4,212+43.9% |
| Admin fee / account holder | $4,448 | $9,357-52.5% | $14,255-68.8% | $7,344-39.4% |