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 | $69,715 | $56,114+24.2% | $96,139-27.5% | $85,850-18.8% |
| Participation rate | 95.0% | 56.7%+38.3pp | 68.4%+26.6pp | 69.3%+25.7pp |
| Annual return | 9.79% | 42.30%-32.5pp | 191.94%-182.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,568 | $1,620+58.6% | $2,797-8.2% | $2,565+0.1% |
| Participant deferral / active EE | $5,614 | $2,859+96.4% | $4,349+29.1% | $3,952+42.1% |
| Admin fee / account holder | $3,825 | $3,768+1.5% | $5,537-30.9% | $6,260-38.9% |