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 | $40,345 | $67,606-40.3% | $82,313-51.0% | $70,131-42.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 10.94% | 21.57%-10.6pp | 25.88%-14.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,394 | $1,755+36.4% | $2,428-1.4% | $2,342+2.2% |
| Participant deferral / active EE | $2,393 | $2,987-19.9% | $3,706-35.4% | $3,332-28.2% |
| Admin fee / account holder | $637 | $4,512-85.9% | $5,608-88.6% | $4,645-86.3% |