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 | $73,525 | $87,166-15.6% | $76,735-4.2% | $137,256-46.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 3.61% | 26.50%-22.9pp | 29.77%-26.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,150 | $2,904-60.4% | $2,454-53.1% | $4,156-72.3% |
| Participant deferral / active EE | $1,393 | $4,726-70.5% | $4,088-65.9% | $6,407-78.3% |
| Admin fee / account holder | $955 | $8,403-88.6% | $7,189-86.7% | $12,270-92.2% |