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 | $46,387 | $106,515-56.5% | $96,683-52.0% | $139,434-66.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | -6.85% | 38.43%-45.3pp | 35.69%-42.5pp | 372.94%-379.8pp |
| Employer contribution / active EE | $2,528 | $4,103-38.4% | $3,737-32.3% | $4,751-46.8% |
| Participant deferral / active EE | $5,387 | $5,454-1.2% | $4,878+10.4% | $6,710-19.7% |
| Admin fee / account holder | $2,905 | $7,877-63.1% | $6,730-56.8% | $11,403-74.5% |