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 | $89,519 | $175,202-48.9% | $149,673-40.2% | $139,434-35.8% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 9.47% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,381 | $5,474-56.5% | $4,818-50.6% | $4,751-49.9% |
| Participant deferral / active EE | $6,289 | $6,519-3.5% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $2,634 | $16,150-83.7% | $13,210-80.1% | $11,403-76.9% |