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 | $138,942 | $113,339+22.6% | $94,993+46.3% | $147,584-5.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.50% | 20.77%-15.3pp | 27.12%-21.6pp | 578.55%-573.1pp |
| Employer contribution / active EE | $11,735 | $3,160+271.3% | $2,603+350.7% | $4,876+140.7% |
| Participant deferral / active EE | $10,520 | $3,777+178.5% | $3,317+217.1% | $5,439+93.4% |
| Admin fee / account holder | $412 | $6,063-93.2% | $4,960-91.7% | $10,885-96.2% |