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 | $52,203 | $48,230+8.2% | $67,502-22.7% | $80,856-35.4% |
| Participation rate | 76.7% | 66.4%+10.3pp | 72.9%+3.8pp | 67.6%+9.0pp |
| Annual return | -1.79% | 18.28%-20.1pp | 3512.12%-3513.9pp | 35.59%-37.4pp |
| Employer contribution / active EE | $2,502 | $2,020+23.9% | $2,731-8.4% | $2,755-9.2% |
| Participant deferral / active EE | $2,082 | $2,924-28.8% | $4,000-48.0% | $4,296-51.5% |
| Admin fee / account holder | $6,024 | $3,681+63.6% | $3,998+50.7% | $6,918-12.9% |