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 | $64,043 | $81,248-21.2% | $155,509-58.8% | $80,856-20.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.59% | 33.31%-27.7pp | 64.67%-59.1pp | 35.59%-30.0pp |
| Employer contribution / active EE | $5,125 | $3,100+65.3% | $4,672+9.7% | $2,755+86.0% |
| Participant deferral / active EE | $3,934 | $3,452+14.0% | $5,626-30.1% | $4,296-8.4% |
| Admin fee / account holder | $575 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |