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 | $45,890 | $72,400-36.6% | $67,502-32.0% | $145,922-68.6% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 9.03% | 7182.46%-7173.4pp | 3512.12%-3503.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,470 | $3,069+45.7% | $2,731+63.7% | $4,660-4.1% |
| Participant deferral / active EE | $4,229 | $4,783-11.6% | $4,000+5.7% | $6,688-36.8% |
| Admin fee / account holder | $2,137 | $5,539-61.4% | $3,998-46.5% | $13,397-84.0% |