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 | $57,241 | $65,409-12.5% | $98,442-41.9% | $85,850-33.3% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 10.22% | 21.76%-11.5pp | 1492.73%-1482.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $213 | $2,168-90.2% | $2,960-92.8% | $2,565-91.7% |
| Participant deferral / active EE | $2,411 | $3,166-23.8% | $4,276-43.6% | $3,952-39.0% |
| Admin fee / account holder | $6,624 | $4,593+44.2% | $5,949+11.3% | $6,260+5.8% |