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 | $28,160 | $157,256-82.1% | $141,162-80.1% | $152,861-81.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 14.43% | 64.32%-49.9pp | 71.39%-57.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,007 | $5,261-61.9% | $4,735-57.6% | $4,762-57.9% |
| Participant deferral / active EE | $2,925 | $7,109-58.9% | $6,709-56.4% | $5,850-50.0% |
| Admin fee / account holder | $1,353 | $12,120-88.8% | $10,261-86.8% | $11,596-88.3% |