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 3-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 | $63,035 | $99,877-36.9% | $84,966-25.8% | $145,922-56.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 3.87% | 83.76%-79.9pp | 66.38%-62.5pp | 561.29%-557.4pp |
| Employer contribution / active EE | $15,362 | $3,231+375.4% | $2,727+463.3% | $4,660+229.7% |
| Participant deferral / active EE | $8,714 | $5,291+64.7% | $4,519+92.8% | $6,688+30.3% |
| Admin fee / account holder | $791 | $7,248-89.1% | $6,149-87.1% | $13,397-94.1% |