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 | $31,227 | $77,896-59.9% | $134,172-76.7% | $82,448-62.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 12.12% | 18.21%-6.1pp | 25.30%-13.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,772 | $2,159-17.9% | $3,420-48.2% | $2,551-30.5% |
| Participant deferral / active EE | $2,125 | $3,162-32.8% | $4,690-54.7% | $4,139-48.7% |
| Admin fee / account holder | $6,280 | $6,336-0.9% | $12,016-47.7% | $7,234-13.2% |