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 | $22,935 | $85,202-73.1% | $172,739-86.7% | $72,985-68.6% |
| Participation rate | 79.5% | 70.1%+9.4pp | 82.6%-3.2pp | 69.5%+10.0pp |
| Annual return | 15.15% | 27.32%-12.2pp | 802.84%-787.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $523 | $3,324-84.3% | $5,143-89.8% | $2,440-78.6% |
| Participant deferral / active EE | $4,556 | $3,260+39.7% | $5,198-12.3% | $3,607+26.3% |
| Admin fee / account holder | $876 | $5,884-85.1% | $13,954-93.7% | $5,124-82.9% |