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 6-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 | $83,122 | $89,753-7.4% | $107,525-22.7% | $84,808-2.0% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 12.26% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,509 | $3,113-19.4% | $3,754-33.2% | $2,631-4.6% |
| Participant deferral / active EE | $3,577 | $4,056-11.8% | $5,116-30.1% | $4,212-15.1% |
| Admin fee / account holder | $2,053 | $7,222-71.6% | $8,919-77.0% | $7,344-72.0% |