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 | $55,237 | $106,749-48.3% | $145,433-62.0% | $82,448-33.0% |
| Participation rate | 74.5% | 75.6%-1.2pp | 82.1%-7.7pp | 68.1%+6.4pp |
| Annual return | 13.39% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,399 | $3,444-30.4% | $4,554-47.3% | $2,551-6.0% |
| Participant deferral / active EE | $6,088 | $6,519-6.6% | $7,897-22.9% | $4,139+47.1% |
| Admin fee / account holder | $4,563 | $8,390-45.6% | $13,129-65.2% | $7,234-36.9% |