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 | $104,320 | $142,405-26.7% | $115,157-9.4% | $152,861-31.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.26% | 41.48%-39.2pp | 35.60%-33.3pp | 345.32%-343.1pp |
| Employer contribution / active EE | $1,673 | $4,010-58.3% | $3,179-47.4% | $4,762-64.9% |
| Participant deferral / active EE | $4,643 | $5,164-10.1% | $4,168+11.4% | $5,850-20.6% |
| Admin fee / account holder | $1,328 | $8,462-84.3% | $7,088-81.3% | $11,596-88.5% |