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 | $39,870 | $60,022-33.6% | $88,946-55.2% | $84,808-53.0% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 12.92% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,178 | $1,703-30.8% | $2,555-53.9% | $2,631-55.2% |
| Participant deferral / active EE | $3,697 | $3,114+18.7% | $4,581-19.3% | $4,212-12.2% |
| Admin fee / account holder | $5,610 | $4,811+16.6% | $8,261-32.1% | $7,344-23.6% |