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 | $172,736 | $214,378-19.4% | $200,582-13.9% | $142,382+21.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.19% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $25,222 | $6,841+268.7% | $6,419+292.9% | $4,299+486.7% |
| Participant deferral / active EE | $15,729 | $9,865+59.4% | $9,331+68.6% | $6,507+141.7% |
| Admin fee / account holder | $11,338 | $17,692-35.9% | $16,305-30.5% | $12,624-10.2% |