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 | $165,372 | $157,256+5.2% | $141,162+17.2% | $152,861+8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.73% | 64.32%-61.6pp | 71.39%-68.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $6,919 | $5,261+31.5% | $4,735+46.1% | $4,762+45.3% |
| Participant deferral / active EE | $6,011 | $7,109-15.5% | $6,709-10.4% | $5,850+2.7% |
| Admin fee / account holder | $3,067 | $12,120-74.7% | $10,261-70.1% | $11,596-73.6% |