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 | $50,584 | $73,933-31.6% | $96,683-47.7% | $75,163-32.7% |
| Participation rate | 84.7% | 66.4%+18.3pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 12.88% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $4,442 | $2,928+51.7% | $3,737+18.9% | $2,670+66.4% |
| Participant deferral / active EE | $2,904 | $3,659-20.6% | $4,878-40.5% | $4,125-29.6% |
| Admin fee / account holder | $6,210 | $5,216+19.1% | $6,730-7.7% | $5,651+9.9% |