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 | $50,737 | $63,703-20.4% | $93,063-45.5% | $82,448-38.5% |
| Participation rate | 95.9% | 63.8%+32.1pp | 72.1%+23.8pp | 68.1%+27.9pp |
| Annual return | 11.43% | -775.43%+786.9pp | 34.15%-22.7pp | 41.64%-30.2pp |
| Employer contribution / active EE | $774 | $1,729-55.2% | $2,476-68.7% | $2,551-69.6% |
| Participant deferral / active EE | $3,628 | $2,919+24.3% | $3,958-8.3% | $4,139-12.4% |
| Admin fee / account holder | $2,717 | $5,982-54.6% | $6,033-55.0% | $7,234-62.4% |