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 | $133,288 | $89,355+49.2% | $141,162-5.6% | $72,985+82.6% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 6.15% | 111.85%-105.7pp | 71.39%-65.2pp | 81.00%-74.9pp |
| Employer contribution / active EE | $2,632 | $3,114-15.5% | $4,735-44.4% | $2,440+7.9% |
| Participant deferral / active EE | $7,956 | $5,418+46.9% | $6,709+18.6% | $3,607+120.6% |
| Admin fee / account holder | $1,761 | $5,958-70.4% | $10,261-82.8% | $5,124-65.6% |