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 | $104,720 | $183,592-43.0% | $155,567-32.7% | $145,959-28.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.52% | 61.24%-55.7pp | 64.74%-59.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $2,104 | $5,315-60.4% | $4,674-55.0% | $4,661-54.9% |
| Participant deferral / active EE | $2,545 | $6,464-60.6% | $5,628-54.8% | $6,689-61.9% |
| Admin fee / account holder | $1,035 | $19,318-94.6% | $15,916-93.5% | $13,398-92.3% |