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 | $42,772 | $47,848-10.6% | $81,478-47.5% | $70,131-39.0% |
| Participation rate | 73.3% | 58.3%+15.1pp | 68.0%+5.4pp | 69.5%+3.8pp |
| Annual return | 8.37% | 27.25%-18.9pp | 38.78%-30.4pp | 73.14%-64.8pp |
| Employer contribution / active EE | $1,057 | $1,527-30.8% | $2,568-58.8% | $2,342-54.9% |
| Participant deferral / active EE | $1,786 | $2,453-27.2% | $3,537-49.5% | $3,332-46.4% |
| Admin fee / account holder | $1,402 | $3,145-55.4% | $4,561-69.3% | $4,645-69.8% |