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 | $42,679 | $91,190-53.2% | $178,490-76.1% | $79,858-46.6% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+14.0pp |
| Annual return | 2.05% | 24.19%-22.1pp | 151.07%-149.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $473 | $3,256-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $1,500 | $3,236-53.7% | $5,202-71.2% | $3,740-59.9% |
| Admin fee / account holder | $874 | $6,751-87.1% | $13,984-93.7% | $5,306-83.5% |