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 | $216,904 | $154,228+40.6% | $145,433+49.1% | $137,256+58.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 7.69% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,020 | $4,804-58.0% | $4,554-55.7% | $4,156-51.4% |
| Participant deferral / active EE | $6,958 | $8,216-15.3% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $60,884 | $14,344+324.5% | $13,129+363.7% | $12,270+396.2% |