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 | $26,901 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 10.54% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,807 | $3,100-41.7% | $4,672-61.3% | $2,755-34.4% |
| Participant deferral / active EE | $1,512 | $3,452-56.2% | $5,626-73.1% | $4,296-64.8% |
| Admin fee / account holder | $2,286 | $7,997-71.4% | $15,912-85.6% | $6,918-67.0% |