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 | $69,000 | $93,571-26.3% | $135,903-49.2% | $75,163-8.2% |
| Participation rate | 80.3% | 75.2%+5.1pp | 81.9%-1.6pp | 67.2%+13.1pp |
| Annual return | 10.90% | 30.90%-20.0pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,686 | $3,537-24.0% | $4,856-44.7% | $2,670+0.6% |
| Participant deferral / active EE | $5,218 | $6,404-18.5% | $7,758-32.7% | $4,125+26.5% |
| Admin fee / account holder | $2,079 | $6,975-70.2% | $10,762-80.7% | $5,651-63.2% |