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 | $196,996 | $99,341+98.3% | $84,750+132.4% | $273,961-28.1% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | -1.91% | 22.93%-24.8pp | 22.78%-24.7pp | 41.45%-43.4pp |
| Employer contribution / active EE | $1,789 | $4,214-57.5% | $3,574-49.9% | $4,869-63.2% |
| Participant deferral / active EE | $5,848 | $4,269+37.0% | $3,712+57.6% | $5,287+10.6% |
| Admin fee / account holder | $405 | $6,644-93.9% | $5,332-92.4% | $10,132-96.0% |