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 | $37,328 | $88,370-57.8% | $112,977-67.0% | $79,858-53.3% |
| Participation rate | 92.2% | 76.8%+15.4pp | 82.6%+9.6pp | 69.6%+22.6pp |
| Annual return | 6.97% | 23.16%-16.2pp | 24.24%-17.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $2,787 | $3,398-18.0% | $4,255-34.5% | $2,471+12.8% |
| Participant deferral / active EE | $3,591 | $4,536-20.8% | $5,836-38.5% | $3,740-4.0% |
| Admin fee / account holder | $4,664 | $5,750-18.9% | $6,294-25.9% | $5,306-12.1% |