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 | $64,777 | $58,828+10.1% | $77,999-17.0% | $62,891+3.0% |
| Participation rate | 74.2% | 71.1%+3.1pp | 75.5%-1.3pp | 69.3%+4.9pp |
| Annual return | 3.61% | 17.16%-13.5pp | 425.96%-422.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,061 | $1,672-36.5% | $2,470-57.1% | $2,281-53.5% |
| Participant deferral / active EE | $2,121 | $2,686-21.0% | $3,497-39.3% | $3,203-33.8% |
| Admin fee / account holder | $1,045 | $4,393-76.2% | $5,480-80.9% | $4,296-75.7% |