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 | $110,292 | $78,705+40.1% | $117,854-6.4% | $70,131+57.3% |
| Participation rate | 74.2% | 73.2%+1.0pp | 79.7%-5.5pp | 69.5%+4.7pp |
| Annual return | 5.57% | 23.30%-17.7pp | 335.08%-329.5pp | 73.14%-67.6pp |
| Employer contribution / active EE | $1,156 | $2,223-48.0% | $3,786-69.5% | $2,342-50.6% |
| Participant deferral / active EE | $3,054 | $3,297-7.4% | $4,482-31.8% | $3,332-8.3% |
| Admin fee / account holder | $20,269 | $5,065+300.2% | $8,020+152.7% | $4,645+336.3% |