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 | $25,123 | $56,060-55.2% | $76,002-66.9% | $80,874-68.9% |
| Participation rate | 87.1% | 62.0%+25.1pp | 69.1%+18.0pp | 67.6%+19.4pp |
| Annual return | 8.50% | 20.54%-12.0pp | 360.07%-351.6pp | 35.62%-27.1pp |
| Employer contribution / active EE | $487 | $1,873-74.0% | $2,688-81.9% | $2,756-82.3% |
| Participant deferral / active EE | $2,008 | $3,051-34.2% | $4,257-52.8% | $4,297-53.3% |
| Admin fee / account holder | $4,547 | $5,237-13.2% | $6,414-29.1% | $6,935-34.4% |