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 | $102,071 | $66,402+53.7% | $109,895-7.1% | $85,850+18.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 3.17% | 19.59%-16.4pp | 29.45%-26.3pp | 318.53%-315.4pp |
| Employer contribution / active EE | $11,085 | $1,687+557.0% | $2,842+290.0% | $2,565+332.2% |
| Participant deferral / active EE | $6,866 | $2,842+141.6% | $4,048+69.6% | $3,952+73.8% |
| Admin fee / account holder | $1,922 | $4,557-57.8% | $6,066-68.3% | $6,260-69.3% |