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 8-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 | $15,430 | $95,416-83.8% | $185,823-91.7% | $85,850-82.0% |
| Participation rate | 94.3% | 68.8%+25.6pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 8.45% | 23.59%-15.1pp | 122.05%-113.6pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,790 | $3,314-46.0% | $5,167-65.4% | $2,565-30.2% |
| Participant deferral / active EE | $2,421 | $3,423-29.3% | $5,568-56.5% | $3,952-38.7% |
| Admin fee / account holder | $1,543 | $7,213-78.6% | $16,237-90.5% | $6,260-75.4% |