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 | $169,819 | $101,724+66.9% | $164,813+3.0% | $80,856+110.0% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 9.47% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.1pp |
| Employer contribution / active EE | $857 | $2,953-71.0% | $4,341-80.3% | $2,755-68.9% |
| Participant deferral / active EE | $11,792 | $4,477+163.4% | $6,031+95.5% | $4,296+174.5% |
| Admin fee / account holder | $1,709 | $8,227-79.2% | $12,690-86.5% | $6,918-75.3% |