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 7-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 | $73,598 | $59,101+24.5% | $77,163-4.6% | $75,163-2.1% |
| Participation rate | 82.6% | 63.9%+18.7pp | 69.6%+13.0pp | 67.2%+15.4pp |
| Annual return | 5.61% | 26.71%-21.1pp | 37.87%-32.3pp | 160.62%-155.0pp |
| Employer contribution / active EE | $4,134 | $1,995+107.2% | $2,535+63.1% | $2,670+54.9% |
| Participant deferral / active EE | $8,704 | $2,999+190.2% | $3,833+127.1% | $4,125+111.0% |
| Admin fee / account holder | $7,345 | $4,774+53.9% | $5,472+34.2% | $5,651+30.0% |