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 | $15,559 | $54,705-71.6% | $71,209-78.1% | $84,808-81.7% |
| Participation rate | 83.8% | 64.1%+19.7pp | 73.8%+10.0pp | 68.3%+15.5pp |
| Annual return | 6.32% | 35.90%-29.6pp | 282.51%-276.2pp | 40.90%-34.6pp |
| Employer contribution / active EE | $1,274 | $2,158-41.0% | $2,721-53.2% | $2,631-51.6% |
| Participant deferral / active EE | $1,330 | $3,030-56.1% | $4,175-68.1% | $4,212-68.4% |
| Admin fee / account holder | $6,303 | $4,863+29.6% | $5,349+17.8% | $7,344-14.2% |