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 | $216,285 | $99,652+117.0% | $78,778+174.6% | $147,584+46.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 7.13% | 47.28%-40.2pp | 35.62%-28.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $2,766 | $2,796-1.1% | $1,986+39.3% | $4,876-43.3% |
| Participant deferral / active EE | $7,057 | $3,664+92.6% | $2,958+138.6% | $5,439+29.8% |
| Admin fee / account holder | $3,759 | $7,155-47.5% | $5,134-26.8% | $10,885-65.5% |