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 | $42,843 | $51,638-17.0% | $68,368-37.3% | $82,448-48.0% |
| Participation rate | 77.2% | 63.6%+13.6pp | 73.8%+3.5pp | 68.1%+9.1pp |
| Annual return | 13.23% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,899 | $2,047-7.2% | $2,649-28.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,778 | $2,914+29.7% | $4,123-8.4% | $4,139-8.7% |
| Admin fee / account holder | $3,024 | $4,643-34.9% | $5,150-41.3% | $7,234-58.2% |