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 | $82,762 | $65,365+26.6% | $92,893-10.9% | $72,985+13.4% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.4pp |
| Annual return | 3.65% | 42.10%-38.5pp | 109.41%-105.8pp | 81.00%-77.4pp |
| Employer contribution / active EE | $1,298 | $2,594-50.0% | $3,653-64.5% | $2,440-46.8% |
| Participant deferral / active EE | $4,603 | $3,128+47.1% | $4,236+8.6% | $3,607+27.6% |
| Admin fee / account holder | $4,265 | $4,251+0.3% | $5,794-26.4% | $5,124-16.8% |