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 | $23,422 | $54,705-57.2% | $71,209-67.1% | $84,808-72.4% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 10.38% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $718 | $2,158-66.7% | $2,721-73.6% | $2,631-72.7% |
| Participant deferral / active EE | $2,424 | $3,030-20.0% | $4,175-41.9% | $4,212-42.4% |
| Admin fee / account holder | $3,100 | $4,863-36.3% | $5,349-42.0% | $7,344-57.8% |