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 | $181,488 | $214,378-15.3% | $200,582-9.5% | $142,382+27.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.98% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $10,921 | $6,841+59.6% | $6,419+70.1% | $4,299+154.0% |
| Participant deferral / active EE | $4,734 | $9,865-52.0% | $9,331-49.3% | $6,507-27.3% |
| Admin fee / account holder | $1,485 | $17,692-91.6% | $16,305-90.9% | $12,624-88.2% |