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 9-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 | $69,027 | $106,584-35.2% | $101,326-31.9% | $142,382-51.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.98% | 36.93%-27.9pp | 36.82%-27.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,143 | $3,956-45.8% | $3,665-41.5% | $4,299-50.1% |
| Participant deferral / active EE | $12,179 | $8,297+46.8% | $7,994+52.4% | $6,507+87.2% |
| Admin fee / account holder | $824 | $11,446-92.8% | $11,185-92.6% | $12,624-93.5% |