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 | $71,706 | $99,020-27.6% | $86,590-17.2% | $147,584-51.4% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 5.59% | 1312.34%-1306.7pp | 964.84%-959.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,195 | $3,132-61.8% | $2,839-57.9% | $4,876-75.5% |
| Participant deferral / active EE | $2,486 | $3,972-37.4% | $3,609-31.1% | $5,439-54.3% |
| Admin fee / account holder | $4,138 | $5,710-27.5% | $4,906-15.6% | $10,885-62.0% |