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 | $42,254 | $48,230-12.4% | $67,502-37.4% | $80,856-47.7% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.6%+16.3pp |
| Annual return | 10.39% | 18.28%-7.9pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,240 | $2,020+10.9% | $2,731-18.0% | $2,755-18.7% |
| Participant deferral / active EE | $1,703 | $2,924-41.7% | $4,000-57.4% | $4,296-60.3% |
| Admin fee / account holder | $5,790 | $3,681+57.3% | $3,998+44.8% | $6,918-16.3% |