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 7-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 | $18,276 | $80,717-77.4% | $154,803-88.2% | $84,808-78.5% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 10.37% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,238 | $2,761-55.2% | $4,305-71.2% | $2,631-52.9% |
| Participant deferral / active EE | $1,568 | $3,303-52.5% | $5,540-71.7% | $4,212-62.8% |
| Admin fee / account holder | $2,218 | $6,746-67.1% | $14,329-84.5% | $7,344-69.8% |