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 | $150,188 | $89,753+67.3% | $107,525+39.7% | $84,808+77.1% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 9.20% | 29.48%-20.3pp | 181.32%-172.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,877 | $3,113-39.7% | $3,754-50.0% | $2,631-28.6% |
| Participant deferral / active EE | $5,324 | $4,056+31.3% | $5,116+4.1% | $4,212+26.4% |
| Admin fee / account holder | $24,335 | $7,222+237.0% | $8,919+172.9% | $7,344+231.4% |