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 | $29,032 | $176,662-83.6% | $130,648-77.8% | $152,861-81.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.74% | 2692.24%-2689.5pp | 1708.96%-1706.2pp | 345.32%-342.6pp |
| Employer contribution / active EE | $530 | $5,742-90.8% | $4,092-87.0% | $4,762-88.9% |
| Participant deferral / active EE | $1,777 | $4,361-59.3% | $3,603-50.7% | $5,850-69.6% |
| Admin fee / account holder | $1,594 | $7,133-77.7% | $5,464-70.8% | $11,596-86.3% |