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 | $91,862 | $112,881-18.6% | $90,951+1.0% | $158,922-42.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 0.34% | 215.79%-215.5pp | 134.60%-134.3pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,463 | $2,893-49.4% | $2,122-31.1% | $4,761-69.3% |
| Participant deferral / active EE | $5,646 | $4,128+36.8% | $3,373+67.4% | $5,982-5.6% |
| Admin fee / account holder | $2,682 | $8,041-66.6% | $5,959-55.0% | $11,246-76.1% |