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 | $42,303 | $106,515-60.3% | $96,683-56.2% | $139,434-69.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 5.08% | 38.43%-33.3pp | 35.69%-30.6pp | 372.94%-367.9pp |
| Employer contribution / active EE | $1,783 | $4,103-56.5% | $3,737-52.3% | $4,751-62.5% |
| Participant deferral / active EE | $3,934 | $5,454-27.9% | $4,878-19.4% | $6,710-41.4% |
| Admin fee / account holder | $345 | $7,877-95.6% | $6,730-94.9% | $11,403-97.0% |