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 | $57,584 | $105,181-45.3% | $159,436-63.9% | $85,850-32.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 10.25% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $6,931 | $3,318+108.9% | $4,829+43.5% | $2,565+170.2% |
| Participant deferral / active EE | $7,181 | $5,945+20.8% | $7,352-2.3% | $3,952+81.7% |
| Admin fee / account holder | $1,953 | $6,933-71.8% | $10,799-81.9% | $6,260-68.8% |