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 | $50,717 | $47,479+6.8% | $62,929-19.4% | $82,448-38.5% |
| Participation rate | 94.5% | 66.9%+27.7pp | 73.1%+21.4pp | 68.1%+26.5pp |
| Annual return | 10.60% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,510 | $1,885-19.9% | $2,505-39.7% | $2,551-40.8% |
| Participant deferral / active EE | $2,122 | $2,870-26.1% | $3,888-45.4% | $4,139-48.7% |
| Admin fee / account holder | $5,681 | $3,804+49.4% | $5,065+12.2% | $7,234-21.5% |