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 | $82,893 | $78,672+5.4% | $109,143-24.1% | $85,850-3.4% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 8.29% | 25.09%-16.8pp | 25.75%-17.5pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,366 | $2,735+23.1% | $3,722-9.6% | $2,565+31.2% |
| Participant deferral / active EE | $4,564 | $3,467+31.6% | $4,653-1.9% | $3,952+15.5% |
| Admin fee / account holder | $12,761 | $5,469+133.3% | $6,752+89.0% | $6,260+103.9% |