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 | $88,939 | $78,422+13.4% | $95,952-7.3% | $79,858+11.4% |
| Participation rate | 70.8% | 73.5%-2.7pp | 77.1%-6.2pp | 69.6%+1.2pp |
| Annual return | 8.15% | 19.37%-11.2pp | 91.61%-83.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,261 | $1,945-35.2% | $2,541-50.4% | $2,471-49.0% |
| Participant deferral / active EE | $2,896 | $3,440-15.8% | $4,167-30.5% | $3,740-22.6% |
| Admin fee / account holder | $10,028 | $5,622+78.4% | $6,795+47.6% | $5,306+89.0% |