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 | $184,734 | $106,749+73.1% | $145,433+27.0% | $82,448+124.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,928 | $3,444-15.0% | $4,554-35.7% | $2,551+14.8% |
| Participant deferral / active EE | $9,025 | $6,519+38.5% | $7,897+14.3% | $4,139+118.0% |
| Admin fee / account holder | $29,485 | $8,390+251.4% | $13,129+124.6% | $7,234+307.6% |