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 9-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 | $18,550 | $81,248-77.2% | $155,509-88.1% | $80,856-77.1% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 6.32% | 33.31%-27.0pp | 64.67%-58.4pp | 35.59%-29.3pp |
| Employer contribution / active EE | $2,095 | $3,100-32.4% | $4,672-55.2% | $2,755-24.0% |
| Participant deferral / active EE | $2,930 | $3,452-15.1% | $5,626-47.9% | $4,296-31.8% |
| Admin fee / account holder | $2,327 | $7,997-70.9% | $15,912-85.4% | $6,918-66.4% |