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 | $84,810 | $80,717+5.1% | $154,803-45.2% | $84,8080% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.03% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,301 | $2,761-16.7% | $4,305-46.6% | $2,631-12.6% |
| Participant deferral / active EE | $4,650 | $3,303+40.8% | $5,540-16.1% | $4,212+10.4% |
| Admin fee / account holder | $910 | $6,746-86.5% | $14,329-93.7% | $7,344-87.6% |