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 | $156,894 | $65,041+141.2% | $90,951+72.5% | $79,858+96.5% |
| Participation rate | 85.3% | 61.6%+23.7pp | 69.0%+16.3pp | 69.6%+15.7pp |
| Annual return | 6.53% | 30.45%-23.9pp | 134.60%-128.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $2,634 | $1,247+111.2% | $2,122+24.1% | $2,471+6.6% |
| Participant deferral / active EE | $5,624 | $2,512+123.9% | $3,373+66.7% | $3,740+50.4% |
| Admin fee / account holder | $344 | $4,536-92.4% | $5,959-94.2% | $5,306-93.5% |