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 | $58,395 | $73,933-21.0% | $96,683-39.6% | $75,163-22.3% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.1pp | 67.2%+17.3pp |
| Annual return | 7.56% | 26.70%-19.1pp | 35.69%-28.1pp | 160.62%-153.1pp |
| Employer contribution / active EE | $1,330 | $2,928-54.6% | $3,737-64.4% | $2,670-50.2% |
| Participant deferral / active EE | $4,203 | $3,659+14.9% | $4,878-13.8% | $4,125+1.9% |
| Admin fee / account holder | $6,495 | $5,216+24.5% | $6,730-3.5% | $5,651+14.9% |