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 10-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 | $23,825 | $29,660-19.7% | $56,411-57.8% | $80,856-70.5% |
| Participation rate | 84.1% | 41.6%+42.4pp | 52.5%+31.6pp | 67.6%+16.5pp |
| Annual return | 8.55% | 35.23%-26.7pp | 1701.33%-1692.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,202 | $669+79.5% | $1,039+15.7% | $2,755-56.4% |
| Participant deferral / active EE | $1,774 | $1,226+44.7% | $1,952-9.1% | $4,296-58.7% |
| Admin fee / account holder | $1,310 | $2,428-46.0% | $2,829-53.7% | $6,918-81.1% |