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 | $32,660 | $124,425-73.8% | $112,040-70.8% | $137,256-76.2% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 8.57% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,664 | $3,411-51.2% | $2,954-43.7% | $4,156-60.0% |
| Participant deferral / active EE | $2,479 | $5,718-56.7% | $5,098-51.4% | $6,407-61.3% |
| Admin fee / account holder | $36,310 | $15,207+138.8% | $12,098+200.1% | $12,270+195.9% |