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 | $7,060 | $85,022-91.7% | $70,515-90.0% | $139,434-94.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 5.53% | 30.38%-24.9pp | 32.77%-27.2pp | 372.94%-367.4pp |
| Employer contribution / active EE | $1,311 | $3,909-66.5% | $2,973-55.9% | $4,751-72.4% |
| Participant deferral / active EE | $2,285 | $5,890-61.2% | $4,567-50.0% | $6,710-65.9% |
| Admin fee / account holder | $2,613 | $8,906-70.7% | $6,412-59.2% | $11,403-77.1% |