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 9-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 | $122,554 | $48,076+154.9% | $78,689+55.7% | $62,891+94.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -1.30% | 31.35%-32.7pp | 62.18%-63.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $3,793 | $2,015+88.3% | $2,851+33.1% | $2,281+66.3% |
| Participant deferral / active EE | $4,403 | $2,588+70.2% | $3,517+25.2% | $3,203+37.5% |
| Admin fee / account holder | $19,180 | $3,207+498.0% | $4,510+325.2% | $4,296+346.5% |