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 | $139,859 | $78,926+77.2% | $136,749+2.3% | $84,808+64.9% |
| Participation rate | 71.1% | 62.2%+8.9pp | 72.1%-1.1pp | 68.3%+2.8pp |
| Annual return | 10.01% | 18.17%-8.2pp | 24.33%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,306 | $2,134+8.0% | $3,400-32.2% | $2,631-12.4% |
| Participant deferral / active EE | $4,321 | $3,168+36.4% | $4,692-7.9% | $4,212+2.6% |
| Admin fee / account holder | $9,336 | $6,369+46.6% | $11,386-18.0% | $7,344+27.1% |