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 | $101,117 | $60,349+67.6% | $74,183+36.3% | $62,891+60.8% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | -11.16% | 21.37%-32.5pp | 17.74%-28.9pp | 20.14%-31.3pp |
| Employer contribution / active EE | $2,632 | $1,680+56.7% | $2,370+11.1% | $2,281+15.4% |
| Participant deferral / active EE | $3,977 | $2,856+39.3% | $3,550+12.1% | $3,203+24.2% |
| Admin fee / account holder | $1,508 | $4,261-64.6% | $5,586-73.0% | $4,296-64.9% |