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 | $91,157 | $117,841-22.6% | $102,423-11.0% | $145,922-37.5% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 7.51% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,093 | $3,615-42.1% | $3,023-30.8% | $4,660-55.1% |
| Participant deferral / active EE | $3,636 | $5,731-36.6% | $5,053-28.0% | $6,688-45.6% |
| Admin fee / account holder | $3,922 | $13,326-70.6% | $9,451-58.5% | $13,397-70.7% |