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 3-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 | $76,373 | $114,381-33.2% | $107,525-29.0% | $142,382-46.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 10.34% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $10,724 | $4,015+167.1% | $3,754+185.7% | $4,299+149.4% |
| Participant deferral / active EE | $6,157 | $5,564+10.7% | $5,116+20.4% | $6,507-5.4% |
| Admin fee / account holder | $718 | $9,860-92.7% | $8,919-92.0% | $12,624-94.3% |