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 | $43,147 | $77,899-44.6% | $149,673-71.2% | $75,163-42.6% |
| Participation rate | 72.8% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.6pp |
| Annual return | 10.51% | 31.72%-21.2pp | 134.42%-123.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $693 | $3,137-77.9% | $4,818-85.6% | $2,670-74.1% |
| Participant deferral / active EE | $2,069 | $3,411-39.4% | $5,680-63.6% | $4,125-49.9% |
| Admin fee / account holder | $1,533 | $5,956-74.3% | $13,210-88.4% | $5,651-72.9% |