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 | $75,948 | $59,101+28.5% | $77,163-1.6% | $75,163+1.0% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | -0.22% | 26.71%-26.9pp | 37.87%-38.1pp | 160.62%-160.8pp |
| Employer contribution / active EE | $5,751 | $1,995+188.3% | $2,535+126.9% | $2,670+115.4% |
| Participant deferral / active EE | $10,356 | $2,999+245.3% | $3,833+170.2% | $4,125+151.1% |
| Admin fee / account holder | $309 | $4,774-93.5% | $5,472-94.4% | $5,651-94.5% |