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 9-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 | $113,702 | $91,407+24.4% | $135,903-16.3% | $71,457+59.1% |
| Participation rate | 88.6% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | 14.51% | 29.90%-15.4pp | 68.23%-53.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $8,147 | $3,703+120.0% | $4,856+67.8% | $2,588+214.9% |
| Participant deferral / active EE | $15,380 | $7,092+116.9% | $7,758+98.2% | $4,289+258.6% |
| Admin fee / account holder | $2,885 | $1,266+127.9% | $10,762-73.2% | $1,587+81.7% |