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 6-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 | $88,455 | $102,605-13.8% | $145,661-39.3% | $84,808+4.3% |
| Participation rate | 98.1% | 74.3%+23.9pp | 77.2%+20.9pp | 68.3%+29.8pp |
| Annual return | 8.18% | 26.50%-18.3pp | 101.46%-93.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,009 | $3,325-39.6% | $4,238-52.6% | $2,631-23.6% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $414 | $8,758-95.3% | $12,466-96.7% | $7,344-94.4% |