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 | $65,433 | $89,753-27.1% | $107,525-39.1% | $84,808-22.8% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 9.20% | 29.48%-20.3pp | 181.32%-172.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $4,004 | $3,113+28.6% | $3,754+6.7% | $2,631+52.2% |
| Participant deferral / active EE | $3,086 | $4,056-23.9% | $5,116-39.7% | $4,212-26.7% |
| Admin fee / account holder | $6,574 | $7,222-9.0% | $8,919-26.3% | $7,344-10.5% |