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 | $53,188 | $79,944-33.5% | $98,439-46.0% | $75,163-29.2% |
| Participation rate | 70.9% | 70.4%+0.6pp | 75.2%-4.2pp | 67.2%+3.7pp |
| Annual return | 10.26% | 19.75%-9.5pp | 21.16%-10.9pp | 160.62%-150.4pp |
| Employer contribution / active EE | $851 | $2,264-62.4% | $3,048-72.1% | $2,670-68.1% |
| Participant deferral / active EE | $4,737 | $3,752+26.3% | $4,7380% | $4,125+14.8% |
| Admin fee / account holder | $8,005 | $6,840+17.0% | $8,948-10.5% | $5,651+41.7% |