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 | $44,691 | $94,625-52.8% | $116,228-61.5% | $84,808-47.3% |
| Participation rate | 91.4% | 70.4%+20.9pp | 74.6%+16.8pp | 68.3%+23.0pp |
| Annual return | 10.43% | 20.40%-10.0pp | 90.06%-79.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,335 | $2,347-43.1% | $2,994-55.4% | $2,631-49.3% |
| Participant deferral / active EE | $1,895 | $3,972-52.3% | $4,953-61.7% | $4,212-55.0% |
| Admin fee / account holder | $2,855 | $10,091-71.7% | $11,989-76.2% | $7,344-61.1% |