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 | $90,018 | $70,532+27.6% | $68,948+30.6% | $137,256-34.4% |
| Participation rate | 90.0% | 81.0%+9.0pp | 79.2%+10.8pp | 80.0%+10.0pp |
| Annual return | 12.91% | 32.56%-19.6pp | 28.39%-15.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,088 | $4,355+62.8% | $4,165+70.2% | $4,156+70.6% |
| Participant deferral / active EE | $9,485 | $6,773+40.0% | $6,186+53.3% | $6,407+48.0% |
| Admin fee / account holder | $10,201 | $7,916+28.9% | $7,539+35.3% | $12,270-16.9% |