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 | $69,093 | $105,126-34.3% | $94,646-27.0% | $139,434-50.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.88% | 38.03%-29.1pp | 156.71%-147.8pp | 372.94%-364.1pp |
| Employer contribution / active EE | $4,504 | $4,106+9.7% | $3,672+22.7% | $4,751-5.2% |
| Participant deferral / active EE | $6,756 | $7,599-11.1% | $7,418-8.9% | $6,710+0.7% |
| Admin fee / account holder | $979 | $8,984-89.1% | $7,231-86.5% | $11,403-91.4% |