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 10-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 | $81,694 | $99,341-17.8% | $84,750-3.6% | $273,961-70.2% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 2.05% | 22.93%-20.9pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $5,235 | $4,214+24.2% | $3,574+46.5% | $4,869+7.5% |
| Participant deferral / active EE | $7,471 | $4,269+75.0% | $3,712+101.3% | $5,287+41.3% |
| Admin fee / account holder | $16,870 | $6,644+153.9% | $5,332+216.4% | $10,132+66.5% |