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 | $2,785 | $29,660-90.6% | $56,411-95.1% | $80,856-96.6% |
| Participation rate | 72.7% | 41.6%+31.1pp | 52.5%+20.3pp | 67.6%+5.1pp |
| Annual return | 3.54% | 35.23%-31.7pp | 1701.33%-1697.8pp | 35.59%-32.1pp |
| Employer contribution / active EE | $173 | $669-74.2% | $1,039-83.4% | $2,755-93.7% |
| Participant deferral / active EE | $1,126 | $1,226-8.2% | $1,952-42.3% | $4,296-73.8% |
| Admin fee / account holder | $306 | $2,428-87.4% | $2,829-89.2% | $6,918-95.6% |