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 7-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 | $173,442 | $183,519-5.5% | $155,509+11.5% | $145,922+18.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.55% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $8,290 | $5,313+56.0% | $4,672+77.4% | $4,660+77.9% |
| Participant deferral / active EE | $10,000 | $6,462+54.7% | $5,626+77.7% | $6,688+49.5% |
| Admin fee / account holder | $993 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |