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 | $49,825 | $86,929-42.7% | $102,423-51.4% | $80,856-38.4% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 7.65% | 18.88%-11.2pp | 29.32%-21.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $741 | $2,369-68.7% | $3,023-75.5% | $2,755-73.1% |
| Participant deferral / active EE | $2,816 | $4,118-31.6% | $5,053-44.3% | $4,296-34.4% |
| Admin fee / account holder | $3,711 | $8,049-53.9% | $9,451-60.7% | $6,918-46.4% |