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 | $42,442 | $58,512-27.5% | $84,015-49.5% | $72,985-41.8% |
| Participation rate | 86.4% | 61.2%+25.1pp | 69.0%+17.4pp | 69.5%+16.9pp |
| Annual return | 6.19% | 28.93%-22.7pp | 71.31%-65.1pp | 81.00%-74.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,472 | $2,394-38.5% | $3,239-54.5% | $3,607-59.2% |
| Admin fee / account holder | $389 | $4,569-91.5% | $6,101-93.6% | $5,124-92.4% |