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 | $64,922 | $60,124+8.0% | $90,404-28.2% | $79,858-18.7% |
| Participation rate | 82.6% | 65.0%+17.6pp | 72.7%+9.9pp | 69.6%+13.0pp |
| Annual return | 7.13% | 71.94%-64.8pp | 1293.02%-1285.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $2,820 | $2,068+36.4% | $3,262-13.5% | $2,471+14.1% |
| Participant deferral / active EE | $2,365 | $2,938-19.5% | $3,963-40.3% | $3,740-36.8% |
| Admin fee / account holder | $3,154 | $3,976-20.7% | $5,611-43.8% | $5,306-40.6% |