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 | $24,390 | $159,602-84.7% | $150,045-83.7% | $142,382-82.9% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 5.04% | 70.24%-65.2pp | 62.55%-57.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,369 | $4,961-52.2% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $7,396 | $8,310-11.0% | $7,997-7.5% | $6,507+13.7% |
| Admin fee / account holder | $2,749 | $14,846-81.5% | $13,435-79.5% | $12,624-78.2% |