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 | $100,016 | $56,110+78.3% | $94,993+5.3% | $70,131+42.6% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.9%+11.8pp | 69.5%+16.2pp |
| Annual return | 10.72% | 51.02%-40.3pp | 27.12%-16.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $760 | $1,442-47.3% | $2,603-70.8% | $2,342-67.6% |
| Participant deferral / active EE | $2,527 | $2,391+5.7% | $3,317-23.8% | $3,332-24.2% |
| Admin fee / account holder | $5,107 | $3,456+47.8% | $4,960+3.0% | $4,645+9.9% |