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 | $13,325 | $51,175-74.0% | $70,515-81.1% | $75,163-82.3% |
| Participation rate | 86.0% | 60.9%+25.1pp | 68.3%+17.7pp | 67.2%+18.9pp |
| Annual return | 12.15% | 30.02%-17.9pp | 32.77%-20.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,244 | $2,849-21.3% | $4,567-50.9% | $4,125-45.6% |
| Admin fee / account holder | $1,917 | $4,091-53.1% | $6,412-70.1% | $5,651-66.1% |