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 | $127,065-74.3% | $113,168-71.1% | $142,382-77.1% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 8.57% | 24.03%-15.5pp | 24.27%-15.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,664 | $3,442-51.6% | $2,975-44.1% | $4,299-61.3% |
| Participant deferral / active EE | $2,479 | $5,716-56.6% | $5,107-51.5% | $6,507-61.9% |
| Admin fee / account holder | $36,310 | $15,736+130.7% | $12,068+200.9% | $12,624+187.6% |