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 | $156,975 | $98,750+59.0% | $149,696+4.9% | $79,858+96.6% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 2.55% | 27.43%-24.9pp | 276.60%-274.0pp | 31.71%-29.2pp |
| Employer contribution / active EE | $9,546 | $3,216+196.8% | $4,644+105.5% | $2,471+286.3% |
| Participant deferral / active EE | $9,529 | $5,680+67.8% | $6,842+39.3% | $3,740+154.8% |
| Admin fee / account holder | $2,176 | $6,053-64.0% | $9,309-76.6% | $5,306-59.0% |