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 | $92,386 | $93,170-0.8% | $100,534-8.1% | $84,808+8.9% |
| Participation rate | 73.7% | 75.8%-2.2pp | 80.6%-6.9pp | 68.3%+5.4pp |
| Annual return | 13.54% | 47.13%-33.6pp | 32.66%-19.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,224 | $3,985+56.2% | $4,346+43.2% | $2,631+136.6% |
| Participant deferral / active EE | $5,370 | $5,699-5.8% | $6,144-12.6% | $4,212+27.5% |
| Admin fee / account holder | $3,492 | $7,382-52.7% | $7,654-54.4% | $7,344-52.5% |