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 | $109,528 | $135,952-19.4% | $123,892-11.6% | $273,961-60.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.68% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,472 | $5,170-71.5% | $4,617-68.1% | $4,869-69.8% |
| Participant deferral / active EE | $3,517 | $6,343-44.5% | $5,984-41.2% | $5,287-33.5% |
| Admin fee / account holder | $3,832 | $9,817-61.0% | $8,357-54.1% | $10,132-62.2% |