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 | $54,480 | $217,402-74.9% | $185,823-70.7% | $167,490-67.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.25% | 148.36%-140.1pp | 122.05%-113.8pp | 478.56%-470.3pp |
| Employer contribution / active EE | $8,435 | $5,873+43.6% | $5,167+63.2% | $4,837+74.4% |
| Participant deferral / active EE | $9,547 | $6,356+50.2% | $5,568+71.5% | $6,341+50.6% |
| Admin fee / account holder | $11,181 | $19,811-43.6% | $16,237-31.1% | $12,309-9.2% |