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 10-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 | $37,321 | $27,915+33.7% | $58,482-36.2% | $75,163-50.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 11.88% | 44.20%-32.3pp | 4239.32%-4227.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,587 | $669+137.2% | $1,053+50.6% | $2,670-40.6% |
| Participant deferral / active EE | $1,752 | $1,201+45.8% | $1,924-8.9% | $4,125-57.5% |
| Admin fee / account holder | $1,347 | $1,726-22.0% | $2,516-46.5% | $5,651-76.2% |