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 7-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 | $27,344 | $102,616-73.4% | $81,983-66.6% | $158,922-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 2.49% | 61.04%-58.5pp | 41.31%-38.8pp | 302.83%-300.3pp |
| Employer contribution / active EE | $3,649 | $3,240+12.6% | $2,498+46.1% | $4,761-23.4% |
| Participant deferral / active EE | $11,789 | $4,648+153.6% | $3,722+216.7% | $5,982+97.1% |
| Admin fee / account holder | $6,858 | $8,235-16.7% | $5,664+21.1% | $11,246-39.0% |