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 | $29,711 | $77,899-61.9% | $149,673-80.1% | $75,163-60.5% |
| Participation rate | 91.8% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.6pp |
| Annual return | 9.89% | 31.72%-21.8pp | 134.42%-124.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,323 | $3,137-57.8% | $4,818-72.5% | $2,670-50.5% |
| Participant deferral / active EE | $2,732 | $3,411-19.9% | $5,680-51.9% | $4,125-33.8% |
| Admin fee / account holder | $1,912 | $5,956-67.9% | $13,210-85.5% | $5,651-66.2% |