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 | $116,534 | $175,202-33.5% | $149,673-22.1% | $139,434-16.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 8.94% | 166.71%-157.8pp | 134.42%-125.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,103 | $5,474-61.6% | $4,818-56.3% | $4,751-55.7% |
| Participant deferral / active EE | $9,123 | $6,519+39.9% | $5,680+60.6% | $6,710+36.0% |
| Admin fee / account holder | $2,169 | $16,150-86.6% | $13,210-83.6% | $11,403-81.0% |