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 | $146,327 | $99,341+47.3% | $84,750+72.7% | $273,961-46.6% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | -1.42% | 22.93%-24.3pp | 22.78%-24.2pp | 41.45%-42.9pp |
| Employer contribution / active EE | $4,453 | $4,214+5.7% | $3,574+24.6% | $4,869-8.5% |
| Participant deferral / active EE | $4,785 | $4,269+12.1% | $3,712+28.9% | $5,287-9.5% |
| Admin fee / account holder | $2,095 | $6,644-68.5% | $5,332-60.7% | $10,132-79.3% |