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 4-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 | $2,761 | $23,330-88.2% | $64,489-95.7% | $82,448-96.7% |
| Participation rate | 86.4% | 68.3%+18.2pp | 67.7%+18.7pp | 68.1%+18.4pp |
| Annual return | 7.20% | 83.66%-76.5pp | 55.03%-47.8pp | 41.64%-34.4pp |
| Employer contribution / active EE | $709 | $824-13.9% | $1,523-53.4% | $2,551-72.2% |
| Participant deferral / active EE | $1,402 | $1,707-17.9% | $2,778-49.5% | $4,139-66.1% |
| Admin fee / account holder | $1,403 | $2,946-52.4% | $4,260-67.1% | $7,234-80.6% |