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 | $58,812 | $91,552-35.8% | $133,956-56.1% | $79,858-26.4% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 9.78% | 61.85%-52.1pp | 45.09%-35.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,426 | $2,384+43.7% | $3,919-12.6% | $2,471+38.7% |
| Participant deferral / active EE | $3,836 | $3,733+2.7% | $5,048-24.0% | $3,740+2.6% |
| Admin fee / account holder | $3,916 | $6,321-38.1% | $8,927-56.1% | $5,306-26.2% |