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 | $67,669 | $22,587+199.6% | $65,255+3.7% | $75,163-10.0% |
| Participation rate | 91.8% | 63.1%+28.7pp | 65.0%+26.8pp | 67.2%+24.6pp |
| Annual return | 13.69% | 71.03%-57.3pp | 47.35%-33.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,406 | $941+155.8% | $1,691+42.3% | $2,670-9.9% |
| Participant deferral / active EE | $4,812 | $1,695+183.8% | $2,831+70.0% | $4,125+16.6% |
| Admin fee / account holder | $11,558 | $1,876+516.2% | $4,112+181.1% | $5,651+104.5% |