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 8-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 | $49,653 | $106,515-53.4% | $96,683-48.6% | $139,434-64.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 8.59% | 38.43%-29.8pp | 35.69%-27.1pp | 372.94%-364.4pp |
| Employer contribution / active EE | $15,419 | $4,103+275.8% | $3,737+312.6% | $4,751+224.6% |
| Participant deferral / active EE | $8,017 | $5,454+47.0% | $4,878+64.3% | $6,710+19.5% |
| Admin fee / account holder | $2,525 | $7,877-67.9% | $6,730-62.5% | $11,403-77.9% |