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 10-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 | $51,702 | $102,317-49.5% | $146,958-64.8% | $80,856-36.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 11.82% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,603 | $3,713-29.9% | $4,933-47.2% | $2,755-5.5% |
| Participant deferral / active EE | $6,586 | $6,644-0.9% | $8,070-18.4% | $4,296+53.3% |
| Admin fee / account holder | $753 | $7,941-90.5% | $12,998-94.2% | $6,918-89.1% |