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 | $139,859 | $77,896+79.5% | $134,172+4.2% | $82,448+69.6% |
| Participation rate | 71.1% | 62.8%+8.3pp | 72.5%-1.4pp | 68.1%+3.0pp |
| Annual return | 10.01% | 18.21%-8.2pp | 25.30%-15.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,306 | $2,159+6.8% | $3,420-32.6% | $2,551-9.6% |
| Participant deferral / active EE | $4,321 | $3,162+36.7% | $4,690-7.9% | $4,139+4.4% |
| Admin fee / account holder | $9,336 | $6,336+47.4% | $12,016-22.3% | $7,234+29.1% |