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 | $41,590 | $51,638-19.5% | $68,368-39.2% | $82,448-49.6% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 12.95% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,446 | $2,047+68.4% | $2,649+30.1% | $2,551+35.1% |
| Participant deferral / active EE | $5,962 | $2,914+104.6% | $4,123+44.6% | $4,139+44.0% |
| Admin fee / account holder | $3,375 | $4,643-27.3% | $5,150-34.5% | $7,234-53.3% |