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 8-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 | $117,561 | $148,534-20.9% | $135,903-13.5% | $139,434-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.01% | 79.19%-68.2pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,249 | $5,243-76.2% | $4,856-74.3% | $4,751-73.7% |
| Participant deferral / active EE | $20,819 | $8,100+157.0% | $7,758+168.4% | $6,710+210.3% |
| Admin fee / account holder | $931 | $12,400-92.5% | $10,762-91.3% | $11,403-91.8% |