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 | $22,966 | $57,976-60.4% | $62,995-63.5% | $62,292-63.1% |
| Participation rate | 73.8% | 75.9%-2.1pp | 74.8%-1.0pp | 69.5%+4.3pp |
| Annual return | 11.02% | 17.54%-6.5pp | 87.57%-76.5pp | 28.90%-17.9pp |
| Employer contribution / active EE | $739 | $2,415-69.4% | $2,759-73.2% | $2,042-63.8% |
| Participant deferral / active EE | $1,172 | $2,956-60.4% | $3,329-64.8% | $3,169-63.0% |
| Admin fee / account holder | $1,485 | $276+438.5% | $3,600-58.7% | $479+209.8% |