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 | $146,011 | $54,762+166.6% | $90,281+61.7% | $72,985+100.1% |
| Participation rate | 72.4% | 65.1%+7.3pp | 73.3%-0.9pp | 69.5%+2.9pp |
| Annual return | 15.90% | 30.63%-14.7pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,461 | $2,887+54.5% | $3,885+14.8% | $3,607+23.7% |
| Admin fee / account holder | $1,461 | $3,972-63.2% | $5,351-72.7% | $5,124-71.5% |