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 | $58,296 | $59,839-2.6% | $81,983-28.9% | $79,858-27.0% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.2%+27.3pp | 69.6%+26.9pp |
| Annual return | 8.03% | 17.56%-9.5pp | 41.31%-33.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,412 | $1,713+99.1% | $2,498+36.6% | $2,471+38.1% |
| Participant deferral / active EE | $5,442 | $2,695+101.9% | $3,722+46.2% | $3,740+45.5% |
| Admin fee / account holder | $16,723 | $4,287+290.1% | $5,664+195.3% | $5,306+215.2% |