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 | $24,651 | $209,336-88.2% | $197,124-87.5% | $137,256-82.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.76% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,952 | $6,591-70.4% | $6,227-68.7% | $4,156-53.0% |
| Participant deferral / active EE | $4,150 | $9,614-56.8% | $9,135-54.6% | $6,407-35.2% |
| Admin fee / account holder | $1,631 | $17,308-90.6% | $16,298-90.0% | $12,270-86.7% |