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 | $37,486 | $71,050-47.2% | $93,606-60.0% | $80,856-53.6% |
| Participation rate | 95.3% | 60.4%+34.9pp | 68.7%+26.6pp | 67.6%+27.7pp |
| Annual return | 7.78% | 11.26%-3.5pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,334 | $1,564+113.2% | $2,420+37.8% | $2,755+21.0% |
| Participant deferral / active EE | $2,466 | $4,034-38.9% | $4,411-44.1% | $4,296-42.6% |
| Admin fee / account holder | $1,325 | $6,945-80.9% | $8,285-84.0% | $6,918-80.8% |