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 | $72,615 | $65,041+11.6% | $90,951-20.2% | $79,858-9.1% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 9.64% | 30.45%-20.8pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,708 | $1,247+197.3% | $2,122+74.8% | $2,471+50.1% |
| Participant deferral / active EE | $3,368 | $2,512+34.1% | $3,373-0.1% | $3,740-9.9% |
| Admin fee / account holder | $23,660 | $4,536+421.6% | $5,959+297.1% | $5,306+345.9% |