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 | $47,040 | $102,317-54.0% | $146,958-68.0% | $80,856-41.8% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 10.59% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,117 | $3,713-69.9% | $4,933-77.4% | $2,755-59.5% |
| Participant deferral / active EE | $2,760 | $6,644-58.5% | $8,070-65.8% | $4,296-35.7% |
| Admin fee / account holder | $2,126 | $7,941-73.2% | $12,998-83.6% | $6,918-69.3% |