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 | $43,372 | $57,281-24.3% | $86,612-49.9% | $75,163-42.3% |
| Participation rate | 93.0% | 63.2%+29.8pp | 71.7%+21.3pp | 67.2%+25.8pp |
| Annual return | 11.29% | 2670.75%-2659.5pp | 591.07%-579.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,173 | $2,314-6.1% | $3,022-28.1% | $2,670-18.6% |
| Participant deferral / active EE | $3,124 | $3,318-5.8% | $4,438-29.6% | $4,125-24.3% |
| Admin fee / account holder | $1,733 | $4,112-57.9% | $5,614-69.1% | $5,651-69.3% |