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 | $11,402 | $54,705-79.2% | $71,209-84.0% | $84,808-86.6% |
| Participation rate | 80.3% | 64.1%+16.2pp | 73.8%+6.5pp | 68.3%+12.0pp |
| Annual return | 12.75% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $748 | $2,158-65.3% | $2,721-72.5% | $2,631-71.6% |
| Participant deferral / active EE | $724 | $3,030-76.1% | $4,175-82.7% | $4,212-82.8% |
| Admin fee / account holder | $1,330 | $4,863-72.6% | $5,349-75.1% | $7,344-81.9% |