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 | $72,767 | $65,365+11.3% | $92,893-21.7% | $72,985-0.3% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.4pp |
| Annual return | 5.54% | 42.10%-36.6pp | 109.41%-103.9pp | 81.00%-75.5pp |
| Employer contribution / active EE | $2,477 | $2,594-4.5% | $3,653-32.2% | $2,440+1.5% |
| Participant deferral / active EE | $4,758 | $3,128+52.1% | $4,236+12.3% | $3,607+31.9% |
| Admin fee / account holder | $1,557 | $4,251-63.4% | $5,794-73.1% | $5,124-69.6% |