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 | $46,248 | $93,571-50.6% | $135,903-66.0% | $75,163-38.5% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.9pp |
| Annual return | 12.80% | 30.90%-18.1pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $940 | $3,537-73.4% | $4,856-80.6% | $2,670-64.8% |
| Participant deferral / active EE | $2,706 | $6,404-57.8% | $7,758-65.1% | $4,125-34.4% |
| Admin fee / account holder | $1,226 | $6,975-82.4% | $10,762-88.6% | $5,651-78.3% |