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 | $57,560 | $59,839-3.8% | $81,983-29.8% | $79,858-27.9% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.2%+4.1pp | 69.6%+3.7pp |
| Annual return | 10.05% | 17.56%-7.5pp | 41.31%-31.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $484 | $1,713-71.7% | $2,498-80.6% | $2,471-80.4% |
| Participant deferral / active EE | $5,375 | $2,695+99.4% | $3,722+44.4% | $3,740+43.7% |
| Admin fee / account holder | $7,138 | $4,287+66.5% | $5,664+26.0% | $5,306+34.5% |