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 9-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 | $38,476 | $154,228-75.1% | $145,433-73.5% | $137,256-72.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.85% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,759 | $4,804-42.6% | $4,554-39.4% | $4,156-33.6% |
| Participant deferral / active EE | $4,887 | $8,216-40.5% | $7,897-38.1% | $6,407-23.7% |
| Admin fee / account holder | $4,038 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |