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 10-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 | $181,695 | $114,237+59.1% | $119,258+52.4% | $167,490+8.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.85% | 29.87%-20.0pp | 30.69%-20.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,972 | $4,481+11.0% | $4,384+13.4% | $4,837+2.8% |
| Participant deferral / active EE | $8,042 | $6,084+32.2% | $6,111+31.6% | $6,341+26.8% |
| Admin fee / account holder | $2,652 | $8,932-70.3% | $7,226-63.3% | $12,309-78.5% |