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 | $122,198 | $157,256-22.3% | $141,162-13.4% | $152,861-20.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 13.19% | 64.32%-51.1pp | 71.39%-58.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,262 | $5,261-76.0% | $4,735-73.3% | $4,762-73.5% |
| Participant deferral / active EE | $2,550 | $7,109-64.1% | $6,709-62.0% | $5,850-56.4% |
| Admin fee / account holder | $832 | $12,120-93.1% | $10,261-91.9% | $11,596-92.8% |