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 | $188,390 | $60,892+209.4% | $82,389+128.7% | $84,808+122.1% |
| Participation rate | 97.2% | 63.3%+34.0pp | 69.5%+27.7pp | 68.3%+28.9pp |
| Annual return | 11.48% | 37.29%-25.8pp | 28.67%-17.2pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,289 | $1,779+84.8% | $2,517+30.7% | $2,631+25.0% |
| Participant deferral / active EE | $11,670 | $3,179+267.1% | $4,155+180.9% | $4,212+177.1% |
| Admin fee / account holder | $1,745 | $5,467-68.1% | $7,231-75.9% | $7,344-76.2% |