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 | $64,475 | $109,881-41.3% | $150,045-57.0% | $84,808-24.0% |
| Participation rate | 72.5% | 76.1%-3.6pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 13.66% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,309 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $5,977 | $6,636-9.9% | $7,997-25.3% | $4,212+41.9% |
| Admin fee / account holder | $2,692 | $8,568-68.6% | $13,435-80.0% | $7,344-63.3% |