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 | $205,321 | $65,685+212.6% | $57,179+259.1% | $273,961-25.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -4.25% | 21.99%-26.2pp | 14.59%-18.8pp | 41.45%-45.7pp |
| Employer contribution / active EE | $12,959 | $3,279+295.3% | $2,682+383.1% | $4,869+166.2% |
| Participant deferral / active EE | $8,989 | $3,782+137.7% | $3,096+190.3% | $5,287+70.0% |
| Admin fee / account holder | $9,962 | $4,835+106.1% | $3,139+217.4% | $10,132-1.7% |