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 6-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 | $26,167 | $80,717-67.6% | $154,803-83.1% | $84,808-69.1% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 10.91% | 37.96%-27.0pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,765 | $2,761-36.1% | $4,305-59.0% | $2,631-32.9% |
| Participant deferral / active EE | $4,444 | $3,303+34.5% | $5,540-19.8% | $4,212+5.5% |
| Admin fee / account holder | $4,533 | $6,746-32.8% | $14,329-68.4% | $7,344-38.3% |