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 | $54,270 | $86,286-37.1% | $111,297-51.2% | $85,850-36.8% |
| Participation rate | 79.3% | 73.3%+6.0pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | -0.12% | 19.99%-20.1pp | 54.65%-54.8pp | 318.53%-318.6pp |
| Employer contribution / active EE | $2,487 | $2,043+21.7% | $2,731-8.9% | $2,565-3.1% |
| Participant deferral / active EE | $4,524 | $3,641+24.3% | $4,487+0.8% | $3,952+14.5% |
| Admin fee / account holder | $12,659 | $8,188+54.6% | $7,964+59.0% | $6,260+102.2% |