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 | $60,383 | $52,279+15.5% | $89,391-32.5% | $79,858-24.4% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 11.43% | 22.16%-10.7pp | 245.62%-234.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $938 | $1,572-40.3% | $2,586-63.7% | $2,471-62.0% |
| Participant deferral / active EE | $4,124 | $2,740+50.5% | $3,890+6.0% | $3,740+10.3% |
| Admin fee / account holder | $3,899 | $3,356+16.2% | $4,881-20.1% | $5,306-26.5% |