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 | $45,028 | $45,0350% | $62,995-28.5% | $70,131-35.8% |
| Participation rate | 87.0% | 69.5%+17.4pp | 74.8%+12.1pp | 69.5%+17.4pp |
| Annual return | 10.99% | 18.76%-7.8pp | 87.57%-76.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $2,092 | $2,051+2.0% | $2,759-24.2% | $2,342-10.7% |
| Participant deferral / active EE | $3,744 | $2,465+51.9% | $3,329+12.5% | $3,332+12.4% |
| Admin fee / account holder | $547 | $2,834-80.7% | $3,600-84.8% | $4,645-88.2% |