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 | $23,200 | $91,190-74.6% | $178,490-87.0% | $79,858-70.9% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 4.04% | 24.19%-20.2pp | 151.07%-147.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,651 | $3,256-49.3% | $5,011-67.0% | $2,471-33.2% |
| Participant deferral / active EE | $3,726 | $3,236+15.1% | $5,202-28.4% | $3,740-0.4% |
| Admin fee / account holder | $1,815 | $6,751-73.1% | $13,984-87.0% | $5,306-65.8% |