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 | $64,751 | $115,770-44.1% | $101,248-36.0% | $158,922-59.3% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 0.05% | 56.14%-56.1pp | 46.47%-46.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,939 | $4,175-29.6% | $3,660-19.7% | $4,761-38.3% |
| Participant deferral / active EE | $8,247 | $4,957+66.4% | $4,370+88.7% | $5,982+37.9% |
| Admin fee / account holder | $442 | $7,245-93.9% | $5,945-92.6% | $11,246-96.1% |