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 | $37,018 | $86,891-57.4% | $142,449-74.0% | $75,163-50.8% |
| Participation rate | 80.4% | 68.5%+11.9pp | 76.8%+3.7pp | 67.2%+13.2pp |
| Annual return | 13.10% | 23.31%-10.2pp | 19.99%-6.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,378 | $3,355-29.1% | $4,847-50.9% | $2,670-10.9% |
| Participant deferral / active EE | $4,249 | $4,938-14.0% | $6,283-32.4% | $4,125+3.0% |
| Admin fee / account holder | $14,775 | $7,299+102.4% | $10,011+47.6% | $5,651+161.5% |