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 5-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 | $47,215 | $95,453-50.5% | $112,040-57.9% | $82,448-42.7% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 7.26% | 23.92%-16.7pp | 24.52%-17.3pp | 41.64%-34.4pp |
| Employer contribution / active EE | $2,579 | $2,318+11.3% | $2,954-12.7% | $2,551+1.1% |
| Participant deferral / active EE | $5,104 | $4,224+20.8% | $5,098+0.1% | $4,139+23.3% |
| Admin fee / account holder | $4,462 | $9,013-50.5% | $12,098-63.1% | $7,234-38.3% |