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 8-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 | $156,579 | $98,750+58.6% | $149,696+4.6% | $79,858+96.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 9.97% | 27.43%-17.5pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $8,345 | $3,216+159.4% | $4,644+79.7% | $2,471+237.7% |
| Participant deferral / active EE | $15,173 | $5,680+167.1% | $6,842+121.8% | $3,740+305.7% |
| Admin fee / account holder | $1,980 | $6,053-67.3% | $9,309-78.7% | $5,306-62.7% |