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 | $33,628 | $80,717-58.3% | $154,803-78.3% | $84,808-60.3% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 8.49% | 37.96%-29.5pp | 58.88%-50.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,667 | $2,761-39.6% | $4,305-61.3% | $2,631-36.7% |
| Participant deferral / active EE | $3,999 | $3,303+21.1% | $5,540-27.8% | $4,212-5.0% |
| Admin fee / account holder | $5,168 | $6,746-23.4% | $14,329-63.9% | $7,344-29.6% |