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 4-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 | $4,652 | $68,097-93.2% | $62,929-92.6% | $137,256-96.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 1.23% | 1859.11%-1857.9pp | 1063.93%-1062.7pp | 220.34%-219.1pp |
| Employer contribution / active EE | $1,060 | $2,811-62.3% | $2,505-57.7% | $4,156-74.5% |
| Participant deferral / active EE | $4,343 | $4,553-4.6% | $3,888+11.7% | $6,407-32.2% |
| Admin fee / account holder | $566 | $6,521-91.3% | $5,065-88.8% | $12,270-95.4% |