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 9-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 | $33,772 | $109,817-69.2% | $98,442-65.7% | $167,490-79.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 8.18% | 1956.69%-1948.5pp | 1492.73%-1484.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,138 | $3,224-64.7% | $2,960-61.6% | $4,837-76.5% |
| Participant deferral / active EE | $1,706 | $4,673-63.5% | $4,276-60.1% | $6,341-73.1% |
| Admin fee / account holder | $675 | $6,753-90.0% | $5,949-88.7% | $12,309-94.5% |