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 | $187,819 | $103,376+81.7% | $87,100+115.6% | $152,861+22.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 5.51% | 28.10%-22.6pp | 28.19%-22.7pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,738 | $3,220-46.0% | $2,521-31.1% | $4,762-63.5% |
| Participant deferral / active EE | $6,951 | $4,778+45.5% | $4,049+71.7% | $5,850+18.8% |
| Admin fee / account holder | $16,628 | $12,205+36.2% | $7,497+121.8% | $11,596+43.4% |