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 | $103,768 | $106,584-2.6% | $101,326+2.4% | $142,382-27.1% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 11.71% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $933 | $3,956-76.4% | $3,665-74.5% | $4,299-78.3% |
| Participant deferral / active EE | $9,329 | $8,297+12.4% | $7,994+16.7% | $6,507+43.4% |
| Admin fee / account holder | $35,065 | $11,446+206.4% | $11,185+213.5% | $12,624+177.8% |