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 | $66,957 | $110,257-39.3% | $96,544-30.6% | $139,434-52.0% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 9.17% | 26.32%-17.1pp | 25.84%-16.7pp | 372.94%-363.8pp |
| Employer contribution / active EE | $3,547 | $3,620-2.0% | $2,965+19.6% | $4,751-25.3% |
| Participant deferral / active EE | $6,853 | $5,548+23.5% | $4,851+41.3% | $6,710+2.1% |
| Admin fee / account holder | $545 | $11,591-95.3% | $8,252-93.4% | $11,403-95.2% |