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 | $112,455 | $58,512+92.2% | $84,015+33.9% | $72,985+54.1% |
| Participation rate | 74.4% | 61.2%+13.1pp | 69.0%+5.3pp | 69.5%+4.9pp |
| Annual return | 9.21% | 28.93%-19.7pp | 71.31%-62.1pp | 81.00%-71.8pp |
| Employer contribution / active EE | $853 | $1,163-26.6% | $1,983-57.0% | $2,440-65.0% |
| Participant deferral / active EE | $3,585 | $2,394+49.8% | $3,239+10.7% | $3,607-0.6% |
| Admin fee / account holder | $1,673 | $4,569-63.4% | $6,101-72.6% | $5,124-67.4% |