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 | $48,671 | $62,586-22.2% | $76,768-36.6% | $64,186-24.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -8.25% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,839 | $1,832+0.4% | $2,485-26.0% | $2,381-22.7% |
| Participant deferral / active EE | $2,445 | $3,145-22.2% | $3,852-36.5% | $3,470-29.5% |
| Admin fee / account holder | $465 | $4,667-90.0% | $6,675-93.0% | $4,888-90.5% |