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 | $187,927 | $84,233+123.1% | $170,442+10.3% | $70,131+168.0% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 9.18% | 23.06%-13.9pp | 205.93%-196.7pp | 73.14%-64.0pp |
| Employer contribution / active EE | $5,881 | $3,387+73.6% | $5,433+8.2% | $2,342+151.1% |
| Participant deferral / active EE | $3,593 | $3,086+16.4% | $4,939-27.3% | $3,332+7.8% |
| Admin fee / account holder | $1,597 | $5,698-72.0% | $13,880-88.5% | $4,645-65.6% |