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 | $108,643 | $81,460+33.4% | $103,333+5.1% | $80,856+34.4% |
| Participation rate | 95.1% | 66.8%+28.3pp | 74.5%+20.6pp | 67.6%+27.5pp |
| Annual return | 9.36% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $4,350 | $3,105+40.1% | $3,868+12.5% | $2,755+57.9% |
| Participant deferral / active EE | $8,060 | $3,869+108.3% | $5,057+59.4% | $4,296+87.6% |
| Admin fee / account holder | $2,145 | $6,566-67.3% | $8,355-74.3% | $6,918-69.0% |