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 | $73,548 | $34,308+114.4% | $74,701-1.5% | $72,985+0.8% |
| Participation rate | 88.6% | 42.4%+46.2pp | 54.5%+34.1pp | 69.5%+19.1pp |
| Annual return | 5.50% | 26.58%-21.1pp | 752.92%-747.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $972 | $692+40.6% | $1,084-10.3% | $2,440-60.2% |
| Participant deferral / active EE | $3,014 | $1,271+137.1% | $1,964+53.5% | $3,607-16.5% |
| Admin fee / account holder | $711 | $2,124-66.5% | $3,333-78.7% | $5,124-86.1% |