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 | $83,437 | $152,587-45.3% | $125,175-33.3% | $152,861-45.4% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 6.04% | 54.84%-48.8pp | 43.79%-37.7pp | 345.32%-339.3pp |
| Employer contribution / active EE | $2,381 | $4,946-51.9% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $6,650 | $5,868+13.3% | $4,937+34.7% | $5,850+13.7% |
| Admin fee / account holder | $2,263 | $13,434-83.2% | $9,702-76.7% | $11,596-80.5% |