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 | $56,987 | $48,570+17.3% | $130,648-56.4% | $72,985-21.9% |
| Participation rate | 70.5% | 58.6%+11.9pp | 71.7%-1.3pp | 69.5%+1.0pp |
| Annual return | 7.35% | 38.63%-31.3pp | 1708.96%-1701.6pp | 81.00%-73.7pp |
| Employer contribution / active EE | $1,286 | $1,334-3.6% | $4,092-68.6% | $2,440-47.3% |
| Participant deferral / active EE | $2,816 | $2,384+18.2% | $3,603-21.8% | $3,607-21.9% |
| Admin fee / account holder | $3,000 | $3,549-15.5% | $5,464-45.1% | $5,124-41.5% |