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 | $76,715 | $81,208-5.5% | $98,907-22.4% | $79,858-3.9% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 8.66% | 60.99%-52.3pp | 196.43%-187.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,767 | $1,960+41.2% | $2,689+2.9% | $2,471+12.0% |
| Participant deferral / active EE | $2,191 | $3,265-32.9% | $4,244-48.4% | $3,740-41.4% |
| Admin fee / account holder | $4,792 | $6,013-20.3% | $6,642-27.9% | $5,306-9.7% |