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 | $42,230 | $76,552-44.8% | $123,892-65.9% | $62,891-32.9% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 3.88% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.3pp |
| Employer contribution / active EE | $833 | $2,883-71.1% | $4,617-82.0% | $2,281-63.5% |
| Participant deferral / active EE | $2,661 | $4,840-45.0% | $5,984-55.5% | $3,203-16.9% |
| Admin fee / account holder | $14,223 | $4,826+194.7% | $8,357+70.2% | $4,296+231.1% |