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 | $88,574 | $78,520+12.8% | $96,576-8.3% | $82,448+7.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.12% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,466 | $2,630+107.9% | $3,553+53.8% | $2,551+114.3% |
| Participant deferral / active EE | $5,242 | $6,754-22.4% | $7,956-34.1% | $4,139+26.6% |
| Admin fee / account holder | $24,998 | $13,455+85.8% | $11,381+119.6% | $7,234+245.5% |