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 | $90,571 | $61,774+46.6% | $97,226-6.8% | $80,856+12.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 9.31% | -557.90%+567.2pp | 75.13%-65.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $5,909 | $1,837+221.7% | $2,729+116.5% | $2,755+114.5% |
| Participant deferral / active EE | $6,663 | $3,029+120.0% | $4,264+56.3% | $4,296+55.1% |
| Admin fee / account holder | $8,933 | $5,166+72.9% | $5,654+58.0% | $6,918+29.1% |