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 | $26,739 | $77,899-65.7% | $149,673-82.1% | $75,163-64.4% |
| Participation rate | 78.3% | 65.6%+12.7pp | 78.8%-0.5pp | 67.2%+11.1pp |
| Annual return | 13.26% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,188 | $3,137-62.1% | $4,818-75.3% | $2,670-55.5% |
| Participant deferral / active EE | $1,288 | $3,411-62.2% | $5,680-77.3% | $4,125-68.8% |
| Admin fee / account holder | $2,471 | $5,956-58.5% | $13,210-81.3% | $5,651-56.3% |