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 | $147,194 | $105,126+40.0% | $94,646+55.5% | $139,434+5.6% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 11.70% | 38.03%-26.3pp | 156.71%-145.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,000 | $4,106-26.9% | $3,672-18.3% | $4,751-36.9% |
| Participant deferral / active EE | $11,638 | $7,599+53.2% | $7,418+56.9% | $6,710+73.4% |
| Admin fee / account holder | $385 | $8,984-95.7% | $7,231-94.7% | $11,403-96.6% |