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 9-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 | $48,461 | $56,053-13.5% | $75,972-36.2% | $80,856-40.1% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 10.02% | 20.53%-10.5pp | 359.55%-349.5pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,859 | $1,874-0.8% | $2,685-30.8% | $2,755-32.5% |
| Participant deferral / active EE | $3,569 | $3,052+16.9% | $4,255-16.1% | $4,296-16.9% |
| Admin fee / account holder | $1,382 | $5,234-73.6% | $6,467-78.6% | $6,918-80.0% |