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 9-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 | $23,434 | $56,317-58.4% | $71,209-67.1% | $74,304-68.5% |
| Participation rate | 97.3% | 55.1%+42.1pp | 73.8%+23.5pp | 60.3%+36.9pp |
| Annual return | 12.52% | 42.83%-30.3pp | 282.51%-270.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,253 | $2,160-42.0% | $2,721-53.9% | $2,241-44.1% |
| Participant deferral / active EE | $2,390 | $2,788-14.3% | $4,175-42.8% | $3,767-36.6% |
| Admin fee / account holder | $1,973 | $2,290-13.8% | $5,349-63.1% | $2,969-33.6% |