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 | $98,184 | $57,065+72.1% | $75,670+29.8% | $70,131+40.0% |
| Participation rate | 71.4% | 68.1%+3.3pp | 72.3%-0.9pp | 69.5%+1.9pp |
| Annual return | 7.81% | 23.57%-15.8pp | 27.34%-19.5pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,254 | $1,817-30.9% | $2,352-46.7% | $2,342-46.4% |
| Participant deferral / active EE | $3,571 | $2,580+38.4% | $3,142+13.6% | $3,332+7.2% |
| Admin fee / account holder | $3,784 | $3,825-1.1% | $5,800-34.8% | $4,645-18.6% |