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 | $43,636 | $148,534-70.6% | $135,903-67.9% | $139,434-68.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 8.75% | 79.19%-70.4pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,860 | $5,243-64.5% | $4,856-61.7% | $4,751-60.8% |
| Participant deferral / active EE | $7,974 | $8,100-1.6% | $7,758+2.8% | $6,710+18.8% |
| Admin fee / account holder | $691 | $12,400-94.4% | $10,762-93.6% | $11,403-93.9% |