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 8-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 | $48,421 | $106,749-54.6% | $145,433-66.7% | $82,448-41.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 12.54% | 27.59%-15.1pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,516 | $3,444-56.0% | $4,554-66.7% | $2,551-40.6% |
| Participant deferral / active EE | $5,181 | $6,519-20.5% | $7,897-34.4% | $4,139+25.2% |
| Admin fee / account holder | $1,765 | $8,390-79.0% | $13,129-86.6% | $7,234-75.6% |