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 | $109,100 | $144,119-24.3% | $117,854-7.4% | $147,584-26.1% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 4.99% | 531.15%-526.2pp | 335.08%-330.1pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,667 | $4,896-66.0% | $3,786-56.0% | $4,876-65.8% |
| Participant deferral / active EE | $1,947 | $5,316-63.4% | $4,482-56.6% | $5,439-64.2% |
| Admin fee / account holder | $7,001 | $10,886-35.7% | $8,020-12.7% | $10,885-35.7% |