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 | $172,930 | $68,073+154.0% | $76,080+127.3% | $85,850+101.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 12.00% | 19.42%-7.4pp | 42.50%-30.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $8,423 | $3,209+162.4% | $3,962+112.6% | $2,565+228.4% |
| Participant deferral / active EE | $8,426 | $3,799+121.8% | $4,905+71.8% | $3,952+113.2% |
| Admin fee / account holder | $23,039 | $3,422+573.3% | $4,883+371.8% | $6,260+268.0% |