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 | $78,847 | $91,190-13.5% | $178,490-55.8% | $79,858-1.3% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 1.34% | 24.19%-22.8pp | 151.07%-149.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $3,406 | $3,256+4.6% | $5,011-32.0% | $2,471+37.8% |
| Participant deferral / active EE | $1,539 | $3,236-52.4% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $13,143 | $6,751+94.7% | $13,984-6.0% | $5,306+147.7% |