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 | $112,999 | $80,717+40.0% | $154,803-27.0% | $84,808+33.2% |
| Participation rate | 80.7% | 66.8%+13.9pp | 78.1%+2.6pp | 68.3%+12.4pp |
| Annual return | 12.16% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,109 | $2,761-23.6% | $4,305-51.0% | $2,631-19.8% |
| Participant deferral / active EE | $3,304 | $3,3030% | $5,540-40.4% | $4,212-21.6% |
| Admin fee / account holder | $2,132 | $6,746-68.4% | $14,329-85.1% | $7,344-71.0% |