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 | $49,707 | $77,813-36.1% | $123,544-59.8% | $64,186-22.6% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -8.26% | 12.48%-20.7pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,028 | $3,014+0.5% | $4,628-34.6% | $2,381+27.2% |
| Participant deferral / active EE | $4,947 | $5,240-5.6% | $6,426-23.0% | $3,470+42.6% |
| Admin fee / account holder | $2,822 | $5,519-48.9% | $9,284-69.6% | $4,888-42.3% |