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 | $70,011 | $78,705-11.0% | $117,854-40.6% | $70,131-0.2% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 10.96% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.2pp |
| Employer contribution / active EE | $839 | $2,223-62.3% | $3,786-77.8% | $2,342-64.2% |
| Participant deferral / active EE | $4,168 | $3,297+26.4% | $4,482-7.0% | $3,332+25.1% |
| Admin fee / account holder | $2,679 | $5,065-47.1% | $8,020-66.6% | $4,645-42.3% |