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 | $36,237 | $94,625-61.7% | $116,228-68.8% | $84,808-57.3% |
| Participation rate | 72.6% | 70.4%+2.1pp | 74.6%-2.0pp | 68.3%+4.3pp |
| Annual return | 11.24% | 20.40%-9.2pp | 90.06%-78.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,290 | $2,347-45.0% | $2,994-56.9% | $2,631-51.0% |
| Participant deferral / active EE | $2,233 | $3,972-43.8% | $4,953-54.9% | $4,212-47.0% |
| Admin fee / account holder | $3,035 | $10,091-69.9% | $11,989-74.7% | $7,344-58.7% |