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 7-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 | $32,498 | $57,016-43.0% | $84,966-61.8% | $80,856-59.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.43% | 21.66%-11.2pp | 66.38%-56.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,249 | $1,798+192.0% | $2,727+92.5% | $2,755+90.5% |
| Participant deferral / active EE | $1,296 | $3,110-58.3% | $4,519-71.3% | $4,296-69.8% |
| Admin fee / account holder | $2,688 | $4,980-46.0% | $6,149-56.3% | $6,918-61.1% |