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 | $8,494 | $29,660-71.4% | $56,411-84.9% | $80,856-89.5% |
| Participation rate | 94.4% | 41.6%+52.8pp | 52.5%+42.0pp | 67.6%+26.8pp |
| Annual return | 10.31% | 35.23%-24.9pp | 1701.33%-1691.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $679 | $669+1.5% | $1,039-34.6% | $2,755-75.3% |
| Participant deferral / active EE | $1,572 | $1,226+28.2% | $1,952-19.5% | $4,296-63.4% |
| Admin fee / account holder | $976 | $2,428-59.8% | $2,829-65.5% | $6,918-85.9% |