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 | $115,207 | $72,277+59.4% | $101,248+13.8% | $79,858+44.3% |
| Participation rate | 75.5% | 68.5%+7.0pp | 75.8%-0.3pp | 69.6%+5.8pp |
| Annual return | 7.23% | 22.30%-15.1pp | 46.47%-39.2pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,675 | $2,692-37.8% | $3,660-54.2% | $2,471-32.2% |
| Participant deferral / active EE | $3,006 | $3,282-8.4% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $2,729 | $4,400-38.0% | $5,945-54.1% | $5,306-48.6% |