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 3-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 | $120,266 | $106,515+12.9% | $96,683+24.4% | $139,434-13.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 8.36% | 38.43%-30.1pp | 35.69%-27.3pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,658 | $4,103-35.2% | $3,737-28.9% | $4,751-44.1% |
| Participant deferral / active EE | $15,593 | $5,454+185.9% | $4,878+219.6% | $6,710+132.4% |
| Admin fee / account holder | $1,339 | $7,877-83.0% | $6,730-80.1% | $11,403-88.3% |