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 | $115,580 | $148,978-22.4% | $200,582-42.4% | $84,808+36.3% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 11.50% | 28.16%-16.7pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,424 | $4,815-49.7% | $6,419-62.2% | $2,631-7.9% |
| Participant deferral / active EE | $5,711 | $7,142-20.0% | $9,331-38.8% | $4,212+35.6% |
| Admin fee / account holder | $999 | $13,977-92.9% | $16,305-93.9% | $7,344-86.4% |