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 | $22,715 | $47,848-52.5% | $81,478-72.1% | $70,131-67.6% |
| Participation rate | 97.1% | 58.3%+38.9pp | 68.0%+29.2pp | 69.5%+27.6pp |
| Annual return | 8.55% | 27.25%-18.7pp | 38.78%-30.2pp | 73.14%-64.6pp |
| Employer contribution / active EE | $1,250 | $1,527-18.2% | $2,568-51.3% | $2,342-46.7% |
| Participant deferral / active EE | $2,360 | $2,453-3.8% | $3,537-33.3% | $3,332-29.2% |
| Admin fee / account holder | $1,414 | $3,145-55.1% | $4,561-69.0% | $4,645-69.6% |