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 | $96,494 | $63,346+52.3% | $92,233+4.6% | $70,131+37.6% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 6.49% | 530.12%-523.6pp | 176.28%-169.8pp | 73.14%-66.7pp |
| Employer contribution / active EE | $1,412 | $2,471-42.9% | $3,679-61.6% | $2,342-39.7% |
| Participant deferral / active EE | $6,238 | $2,854+118.6% | $3,897+60.1% | $3,332+87.2% |
| Admin fee / account holder | $734 | $3,840-80.9% | $5,194-85.9% | $4,645-84.2% |