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 7-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 | $29,426 | $49,922-41.1% | $80,569-63.5% | $75,163-60.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 6.77% | 34.69%-27.9pp | 935.43%-928.7pp | 160.62%-153.8pp |
| Employer contribution / active EE | $6,927 | $1,698+307.9% | $2,723+154.3% | $2,670+159.5% |
| Participant deferral / active EE | $1,485 | $2,990-50.3% | $4,447-66.6% | $4,125-64.0% |
| Admin fee / account holder | $872 | $3,577-75.6% | $5,377-83.8% | $5,651-84.6% |