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 | $167,440 | $104,664+60.0% | $85,682+95.4% | $167,4900% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.54% | 21.45%-12.9pp | 21.49%-12.9pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,841 | $3,337-14.9% | $2,618+8.5% | $4,837-41.3% |
| Participant deferral / active EE | $11,294 | $4,824+134.1% | $3,923+187.9% | $6,341+78.1% |
| Admin fee / account holder | $4,963 | $10,032-50.5% | $6,873-27.8% | $12,309-59.7% |