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 | $98,564 | $183,592-46.3% | $155,567-36.6% | $145,959-32.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 6.27% | 61.24%-55.0pp | 64.74%-58.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,062 | $5,315-61.2% | $4,674-55.9% | $4,661-55.7% |
| Participant deferral / active EE | $7,413 | $6,464+14.7% | $5,628+31.7% | $6,689+10.8% |
| Admin fee / account holder | $1,106 | $19,318-94.3% | $15,916-93.1% | $13,398-91.7% |