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 4-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 | $4,350 | $74,888-94.2% | $71,209-93.9% | $142,382-96.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 8.94% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,694 | $2,854-40.7% | $2,721-37.8% | $4,299-60.6% |
| Participant deferral / active EE | $1,836 | $4,454-58.8% | $4,175-56.0% | $6,507-71.8% |
| Admin fee / account holder | $2,306 | $5,568-58.6% | $5,349-56.9% | $12,624-81.7% |