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 7-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 | $58,796 | $106,584-44.8% | $101,326-42.0% | $142,382-58.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 10.96% | 36.93%-26.0pp | 36.82%-25.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,747 | $3,956-55.8% | $3,665-52.3% | $4,299-59.4% |
| Participant deferral / active EE | $10,009 | $8,297+20.6% | $7,994+25.2% | $6,507+53.8% |
| Admin fee / account holder | $4,073 | $11,446-64.4% | $11,185-63.6% | $12,624-67.7% |