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 | $101,034 | $101,724-0.7% | $164,813-38.7% | $80,856+25.0% |
| Participation rate | 71.9% | 71.8%+0.1pp | 78.6%-6.7pp | 67.6%+4.3pp |
| Annual return | 10.56% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,974 | $2,953+68.4% | $4,341+14.6% | $2,755+80.6% |
| Participant deferral / active EE | $3,774 | $4,477-15.7% | $6,031-37.4% | $4,296-12.1% |
| Admin fee / account holder | $7,169 | $8,227-12.9% | $12,690-43.5% | $6,918+3.6% |