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 | $142,533 | $84,233+69.2% | $170,442-16.4% | $70,131+103.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.73% | 23.06%-14.3pp | 205.93%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $3,081 | $3,387-9.0% | $5,433-43.3% | $2,342+31.5% |
| Participant deferral / active EE | $3,579 | $3,086+16.0% | $4,939-27.6% | $3,332+7.4% |
| Admin fee / account holder | $1,494 | $5,698-73.8% | $13,880-89.2% | $4,645-67.8% |