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 | $53,728 | $91,190-41.1% | $178,490-69.9% | $79,858-32.7% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 5.05% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,713 | $3,256-47.4% | $5,011-65.8% | $2,471-30.7% |
| Participant deferral / active EE | $5,637 | $3,236+74.2% | $5,202+8.4% | $3,740+50.7% |
| Admin fee / account holder | $640 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |