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 | $128,370 | $138,562-7.4% | $246,525-47.9% | $116,875+9.8% |
| Participation rate | 77.1% | 72.8%+4.3pp | 82.0%-4.8pp | 74.5%+2.6pp |
| Annual return | 10.95% | 16.14%-5.2pp | 0.46%+10.5pp | 16.29%-5.3pp |
| Employer contribution / active EE | $2,447 | $4,835-49.4% | $7,467-67.2% | $3,288-25.6% |
| Participant deferral / active EE | $5,036 | $4,207+19.7% | $5,422-7.1% | $3,885+29.6% |
| Admin fee / account holder | $10,887 | $18,110-39.9% | $16,551-34.2% | $12,263-11.2% |