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 | $75,436 | $86,286-12.6% | $111,297-32.2% | $85,850-12.1% |
| Participation rate | 86.8% | 73.3%+13.5pp | 77.3%+9.5pp | 69.3%+17.5pp |
| Annual return | 10.06% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,880 | $2,043-8.0% | $2,731-31.1% | $2,565-26.7% |
| Participant deferral / active EE | $4,503 | $3,641+23.7% | $4,487+0.4% | $3,952+14.0% |
| Admin fee / account holder | $1,613 | $8,188-80.3% | $7,964-79.7% | $6,260-74.2% |