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 | $69,564 | $71,057-2.1% | $93,654-25.7% | $80,874-14.0% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.6%+17.5pp |
| Annual return | 7.77% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.8pp |
| Employer contribution / active EE | $2,763 | $1,564+76.7% | $2,421+14.1% | $2,756+0.3% |
| Participant deferral / active EE | $4,649 | $4,034+15.3% | $4,413+5.4% | $4,297+8.2% |
| Admin fee / account holder | $6,589 | $6,944-5.1% | $8,282-20.4% | $6,935-5.0% |