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 | $55,554 | $77,899-28.7% | $149,673-62.9% | $75,163-26.1% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 12.50% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,320 | $3,137-26.0% | $4,818-51.8% | $2,670-13.1% |
| Participant deferral / active EE | $3,491 | $3,411+2.4% | $5,680-38.5% | $4,125-15.4% |
| Admin fee / account holder | $17,585 | $5,956+195.2% | $13,210+33.1% | $5,651+211.2% |