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 | $16,126 | $57,016-71.7% | $84,966-81.0% | $80,856-80.1% |
| Participation rate | 86.2% | 56.3%+29.8pp | 67.5%+18.7pp | 67.6%+18.5pp |
| Annual return | 9.84% | 21.66%-11.8pp | 66.38%-56.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,258 | $3,110-27.4% | $4,519-50.0% | $4,296-47.4% |
| Admin fee / account holder | $3,775 | $4,980-24.2% | $6,149-38.6% | $6,918-45.4% |