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 | $39,578 | $109,413-63.8% | $156,263-74.7% | $84,808-53.3% |
| Participation rate | 83.0% | 72.7%+10.3pp | 78.9%+4.1pp | 68.3%+14.7pp |
| Annual return | 11.74% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,577 | $2,907-45.8% | $4,333-63.6% | $2,631-40.1% |
| Participant deferral / active EE | $4,278 | $4,590-6.8% | $6,158-30.5% | $4,212+1.6% |
| Admin fee / account holder | $2,140 | $9,357-77.1% | $14,255-85.0% | $7,344-70.9% |