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 | $23,422 | $51,638-54.6% | $68,368-65.7% | $82,448-71.6% |
| Participation rate | 97.7% | 63.6%+34.1pp | 73.8%+24.0pp | 68.1%+29.7pp |
| Annual return | 10.38% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $718 | $2,047-64.9% | $2,649-72.9% | $2,551-71.9% |
| Participant deferral / active EE | $2,424 | $2,914-16.8% | $4,123-41.2% | $4,139-41.4% |
| Admin fee / account holder | $3,100 | $4,643-33.2% | $5,150-39.8% | $7,234-57.1% |