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 4-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 | $56,053 | $99,921-43.9% | $85,009-34.1% | $145,959-61.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.13% | 83.89%-76.8pp | 66.47%-59.3pp | 561.95%-554.8pp |
| Employer contribution / active EE | $11,401 | $3,233+252.7% | $2,728+317.9% | $4,661+144.6% |
| Participant deferral / active EE | $9,458 | $5,293+78.7% | $4,522+109.2% | $6,689+41.4% |
| Admin fee / account holder | $327 | $7,252-95.5% | $6,153-94.7% | $13,398-97.6% |