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 | $92,040 | $91,190+0.9% | $178,490-48.4% | $79,858+15.3% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.5pp |
| Annual return | 9.72% | 24.19%-14.5pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,092 | $3,256+25.7% | $5,011-18.3% | $2,471+65.6% |
| Participant deferral / active EE | $5,585 | $3,236+72.6% | $5,202+7.4% | $3,740+49.3% |
| Admin fee / account holder | $6,038 | $6,751-10.6% | $13,984-56.8% | $5,306+13.8% |