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 | $57,408 | $58,512-1.9% | $84,015-31.7% | $72,985-21.3% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 12.12% | 28.93%-16.8pp | 71.31%-59.2pp | 81.00%-68.9pp |
| Employer contribution / active EE | $1,446 | $1,163+24.4% | $1,983-27.1% | $2,440-40.7% |
| Participant deferral / active EE | $4,387 | $2,394+83.3% | $3,239+35.5% | $3,607+21.6% |
| Admin fee / account holder | $904 | $4,569-80.2% | $6,101-85.2% | $5,124-82.4% |