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 | $69,612 | $135,952-48.8% | $123,892-43.8% | $273,961-74.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 1.80% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $5,534 | $5,170+7.0% | $4,617+19.9% | $4,869+13.7% |
| Participant deferral / active EE | $2,064 | $6,343-67.5% | $5,984-65.5% | $5,287-61.0% |
| Admin fee / account holder | $19,127 | $9,817+94.8% | $8,357+128.9% | $10,132+88.8% |