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 | $31,909 | $48,795-34.6% | $65,493-51.3% | $84,808-62.4% |
| Participation rate | 97.1% | 67.0%+30.1pp | 73.1%+24.0pp | 68.3%+28.7pp |
| Annual return | 10.50% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,345 | $1,930-30.3% | $2,574-47.8% | $2,631-48.9% |
| Participant deferral / active EE | $2,072 | $2,928-29.2% | $3,961-47.7% | $4,212-50.8% |
| Admin fee / account holder | $1,946 | $3,877-49.8% | $5,028-61.3% | $7,344-73.5% |