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 5-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 | $20,774 | $57,057-63.6% | $85,009-75.6% | $80,874-74.3% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.4pp | 67.6%+31.3pp |
| Annual return | 6.64% | 21.66%-15.0pp | 66.47%-59.8pp | 35.62%-29.0pp |
| Employer contribution / active EE | $4,795 | $1,799+166.6% | $2,728+75.8% | $2,756+74.0% |
| Participant deferral / active EE | $903 | $3,112-71.0% | $4,522-80.0% | $4,297-79.0% |
| Admin fee / account holder | $597 | $4,986-88.0% | $6,153-90.3% | $6,935-91.4% |