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 | $29,087 | $85,202-65.9% | $172,739-83.2% | $72,985-60.1% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 4.15% | 27.32%-23.2pp | 802.84%-798.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,935 | $3,324-41.8% | $5,143-62.4% | $2,440-20.7% |
| Participant deferral / active EE | $1,041 | $3,260-68.1% | $5,198-80.0% | $3,607-71.1% |
| Admin fee / account holder | $450 | $5,884-92.4% | $13,954-96.8% | $5,124-91.2% |