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 | $123,071 | $96,484+27.6% | $75,886+62.2% | $152,861-19.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 9.61% | 33.98%-24.4pp | 30.76%-21.1pp | 345.32%-335.7pp |
| Employer contribution / active EE | $653 | $3,309-80.3% | $2,500-73.9% | $4,762-86.3% |
| Participant deferral / active EE | $12,596 | $4,553+176.7% | $3,603+249.6% | $5,850+115.3% |
| Admin fee / account holder | $2,146 | $8,078-73.4% | $5,418-60.4% | $11,596-81.5% |