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 | $15,169 | $77,899-80.5% | $149,673-89.9% | $75,163-79.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.57% | 31.72%-20.2pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,665 | $3,137-46.9% | $4,818-65.4% | $2,670-37.6% |
| Participant deferral / active EE | $2,149 | $3,411-37.0% | $5,680-62.2% | $4,125-47.9% |
| Admin fee / account holder | $457 | $5,956-92.3% | $13,210-96.5% | $5,651-91.9% |