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 5-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 | $31,103 | $85,022-63.4% | $70,515-55.9% | $139,434-77.7% |
| Participation rate | 76.2% | 73.9%+2.3pp | 68.3%+7.8pp | 80.3%-4.1pp |
| Annual return | 3.33% | 30.38%-27.1pp | 32.77%-29.4pp | 372.94%-369.6pp |
| Employer contribution / active EE | $2,296 | $3,909-41.3% | $2,973-22.8% | $4,751-51.7% |
| Participant deferral / active EE | $6,121 | $5,890+3.9% | $4,567+34.0% | $6,710-8.8% |
| Admin fee / account holder | $6,438 | $8,906-27.7% | $6,412+0.4% | $11,403-43.5% |