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 8-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 | $35,756 | $76,407-53.2% | $150,298-76.2% | $82,448-56.6% |
| Participation rate | 86.4% | 66.4%+20.0pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 11.91% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,075 | $2,614-20.6% | $4,154-50.1% | $2,551-18.7% |
| Participant deferral / active EE | $5,913 | $3,214+84.0% | $5,453+8.4% | $4,139+42.9% |
| Admin fee / account holder | $6,125 | $6,352-3.6% | $14,116-56.6% | $7,234-15.3% |