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 | $120,865 | $152,587-20.8% | $125,175-3.4% | $152,861-20.9% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 0.72% | 54.84%-54.1pp | 43.79%-43.1pp | 345.32%-344.6pp |
| Employer contribution / active EE | $3,368 | $4,946-31.9% | $3,865-12.9% | $4,762-29.3% |
| Participant deferral / active EE | $3,682 | $5,868-37.2% | $4,937-25.4% | $5,850-37.1% |
| Admin fee / account holder | $1,413 | $13,434-89.5% | $9,702-85.4% | $11,596-87.8% |