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 | $116,303 | $148,534-21.7% | $135,903-14.4% | $139,434-16.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 10.26% | 79.19%-68.9pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,613 | $5,243-31.1% | $4,856-25.6% | $4,751-23.9% |
| Participant deferral / active EE | $8,996 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $4,151 | $12,400-66.5% | $10,762-61.4% | $11,403-63.6% |