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 | $36,579 | $210,648-82.6% | $177,989-79.4% | $145,922-74.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 7.23% | 385.86%-378.6pp | 294.48%-287.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,161 | $4,565-74.6% | $3,949-70.6% | $4,660-75.1% |
| Participant deferral / active EE | $4,600 | $6,958-33.9% | $6,276-26.7% | $6,688-31.2% |
| Admin fee / account holder | $1,012 | $12,013-91.6% | $10,363-90.2% | $13,397-92.4% |