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 5-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 | $74,315 | $60,124+23.6% | $90,404-17.8% | $79,858-6.9% |
| Participation rate | 70.0% | 65.0%+5.0pp | 72.7%-2.7pp | 69.6%+0.4pp |
| Annual return | 1.27% | 71.94%-70.7pp | 1293.02%-1291.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $2,321 | $2,068+12.2% | $3,262-28.9% | $2,471-6.1% |
| Participant deferral / active EE | $3,274 | $2,938+11.4% | $3,963-17.4% | $3,740-12.5% |
| Admin fee / account holder | $1,371 | $3,976-65.5% | $5,611-75.6% | $5,306-74.2% |