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 | $40,808 | $100,041-59.2% | $149,718-72.7% | $70,131-41.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.60% | 27.43%-14.8pp | 1501.63%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,936 | $3,662-47.1% | $5,445-64.4% | $2,342-17.3% |
| Participant deferral / active EE | $3,565 | $4,983-28.5% | $6,569-45.7% | $3,332+7.0% |
| Admin fee / account holder | $4,803 | $8,286-42.0% | $11,283-57.4% | $4,645+3.4% |