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 | $50,311 | $63,346-20.6% | $92,233-45.5% | $70,131-28.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.90% | 530.12%-519.2pp | 176.28%-165.4pp | 73.14%-62.2pp |
| Employer contribution / active EE | $6,796 | $2,471+175.0% | $3,679+84.7% | $2,342+190.1% |
| Participant deferral / active EE | $2,948 | $2,854+3.3% | $3,897-24.3% | $3,332-11.5% |
| Admin fee / account holder | $2,926 | $3,840-23.8% | $5,194-43.7% | $4,645-37.0% |