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 | $173,285 | $94,752+82.9% | $112,887+53.5% | $139,434+24.3% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 10.71% | 40.88%-30.2pp | 34.10%-23.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,366 | $4,625-5.6% | $4,563-4.3% | $4,751-8.1% |
| Participant deferral / active EE | $5,737 | $6,512-11.9% | $6,513-11.9% | $6,710-14.5% |
| Admin fee / account holder | $1,787 | $8,527-79.0% | $7,047-74.6% | $11,403-84.3% |