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 | $163,828 | $68,719+138.4% | $91,541+79.0% | $84,808+93.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 7.08% | 19.12%-12.0pp | 20.50%-13.4pp | 40.90%-33.8pp |
| Employer contribution / active EE | $6,414 | $1,920+234.1% | $2,505+156.1% | $2,631+143.8% |
| Participant deferral / active EE | $7,259 | $3,136+131.5% | $4,008+81.1% | $4,212+72.4% |
| Admin fee / account holder | $2,161 | $5,786-62.7% | $6,956-68.9% | $7,344-70.6% |