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 | $108,053 | $56,060+92.7% | $76,002+42.2% | $80,874+33.6% |
| Participation rate | 72.0% | 62.0%+10.0pp | 69.1%+2.9pp | 67.6%+4.4pp |
| Annual return | 10.09% | 20.54%-10.4pp | 360.07%-350.0pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,637 | $1,873+40.8% | $2,688-1.9% | $2,756-4.3% |
| Participant deferral / active EE | $6,449 | $3,051+111.3% | $4,257+51.5% | $4,297+50.1% |
| Admin fee / account holder | $3,319 | $5,237-36.6% | $6,414-48.2% | $6,935-52.1% |