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 | $61,350 | $67,606-9.3% | $82,313-25.5% | $70,131-12.5% |
| Participation rate | 72.6% | 72.8%-0.2pp | 76.9%-4.3pp | 69.5%+3.0pp |
| Annual return | 9.84% | 21.57%-11.7pp | 25.88%-16.0pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,430 | $1,755-18.5% | $2,428-41.1% | $2,342-38.9% |
| Participant deferral / active EE | $3,331 | $2,987+11.5% | $3,706-10.1% | $3,3320% |
| Admin fee / account holder | $822 | $4,512-81.8% | $5,608-85.3% | $4,645-82.3% |