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 | $75,989 | $65,041+16.8% | $90,951-16.5% | $79,858-4.8% |
| Participation rate | 87.8% | 61.6%+26.2pp | 69.0%+18.8pp | 69.6%+18.2pp |
| Annual return | 9.68% | 30.45%-20.8pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $354 | $1,247-71.6% | $2,122-83.3% | $2,471-85.7% |
| Participant deferral / active EE | $5,320 | $2,512+111.8% | $3,373+57.7% | $3,740+42.2% |
| Admin fee / account holder | $2,234 | $4,536-50.7% | $5,959-62.5% | $5,306-57.9% |