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 | $19,863 | $48,570-59.1% | $130,648-84.8% | $72,985-72.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 5.20% | 38.63%-33.4pp | 1708.96%-1703.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,556 | $1,334+16.6% | $4,092-62.0% | $2,440-36.2% |
| Participant deferral / active EE | $2,786 | $2,384+16.9% | $3,603-22.7% | $3,607-22.8% |
| Admin fee / account holder | $4,218 | $3,549+18.8% | $5,464-22.8% | $5,124-17.7% |