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 | $223,977 | $127,065+76.3% | $113,168+97.9% | $142,382+57.3% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 9.89% | 24.03%-14.1pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,945 | $3,442-43.5% | $2,975-34.6% | $4,299-54.8% |
| Participant deferral / active EE | $5,389 | $5,716-5.7% | $5,107+5.5% | $6,507-17.2% |
| Admin fee / account holder | $8,013 | $15,736-49.1% | $12,068-33.6% | $12,624-36.5% |