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 | $84,217 | $91,538-8.0% | $129,995-35.2% | $75,163+12.0% |
| Participation rate | 88.7% | 71.4%+17.2pp | 78.5%+10.2pp | 67.2%+21.5pp |
| Annual return | 12.92% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,945 | $2,845+38.7% | $4,320-8.7% | $2,670+47.8% |
| Participant deferral / active EE | $3,997 | $4,341-7.9% | $5,820-31.3% | $4,125-3.1% |
| Admin fee / account holder | $2,070 | $6,790-69.5% | $10,614-80.5% | $5,651-63.4% |