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 | $46,105 | $80,753-42.9% | $136,294-66.2% | $62,292-26.0% |
| Participation rate | 72.4% | 73.5%-1.2pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 14.77% | 35.83%-21.1pp | 5155.94%-5141.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,359 | $2,884-52.9% | $4,695-71.1% | $2,042-33.5% |
| Participant deferral / active EE | $3,897 | $5,164-24.5% | $6,247-37.6% | $3,169+23.0% |
| Admin fee / account holder | $3,090 | $525+488.2% | $9,243-66.6% | $479+544.7% |