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 6-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 | $98,541 | $148,534-33.7% | $135,903-27.5% | $139,434-29.3% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 10.35% | 79.19%-68.8pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,873 | $5,243-7.1% | $4,856+0.3% | $4,751+2.6% |
| Participant deferral / active EE | $11,268 | $8,100+39.1% | $7,758+45.2% | $6,710+67.9% |
| Admin fee / account holder | $1,287 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |