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 | $31,658 | $83,477-62.1% | $125,175-74.7% | $72,985-56.6% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 10.31% | 25.78%-15.5pp | 43.79%-33.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $966 | $2,345-58.8% | $3,865-75.0% | $2,440-60.4% |
| Participant deferral / active EE | $2,516 | $3,585-29.8% | $4,937-49.0% | $3,607-30.2% |
| Admin fee / account holder | $618 | $5,517-88.8% | $9,702-93.6% | $5,124-87.9% |