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 | $29,225 | $78,672-62.9% | $109,143-73.2% | $85,850-66.0% |
| Participation rate | 77.3% | 68.3%+9.1pp | 75.9%+1.5pp | 69.3%+8.0pp |
| Annual return | 10.68% | 25.09%-14.4pp | 25.75%-15.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $734 | $2,735-73.1% | $3,722-80.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,478 | $3,467-57.4% | $4,653-68.2% | $3,952-62.6% |
| Admin fee / account holder | $1,684 | $5,469-69.2% | $6,752-75.1% | $6,260-73.1% |