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 | $63,353 | $53,777+17.8% | $134,143-52.8% | $79,858-20.7% |
| Participation rate | 71.2% | 58.8%+12.4pp | 72.2%-1.0pp | 69.6%+1.5pp |
| Annual return | 4.49% | 19.01%-14.5pp | 36.33%-31.8pp | 31.71%-27.2pp |
| Employer contribution / active EE | $800 | $1,321-39.5% | $3,704-78.4% | $2,471-67.6% |
| Participant deferral / active EE | $1,598 | $2,420-34.0% | $3,499-54.3% | $3,740-57.3% |
| Admin fee / account holder | $914 | $3,984-77.1% | $6,684-86.3% | $5,306-82.8% |