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 | $82,560 | $106,584-22.5% | $101,326-18.5% | $142,382-42.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 10.44% | 36.93%-26.5pp | 36.82%-26.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,613 | $3,956-34.0% | $3,665-28.7% | $4,299-39.2% |
| Participant deferral / active EE | $5,684 | $8,297-31.5% | $7,994-28.9% | $6,507-12.6% |
| Admin fee / account holder | $3,493 | $11,446-69.5% | $11,185-68.8% | $12,624-72.3% |