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 | $33,574 | $73,933-54.6% | $96,683-65.3% | $75,163-55.3% |
| Participation rate | 74.6% | 66.4%+8.2pp | 74.3%+0.2pp | 67.2%+7.4pp |
| Annual return | 11.27% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,263 | $3,659-38.2% | $4,878-53.6% | $4,125-45.1% |
| Admin fee / account holder | $1,493 | $5,216-71.4% | $6,730-77.8% | $5,651-73.6% |