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 | $44,870 | $209,832-78.6% | $189,513-76.3% | $167,490-73.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.69% | 748.27%-743.6pp | 555.15%-550.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $3,734 | $6,914-46.0% | $6,162-39.4% | $4,837-22.8% |
| Participant deferral / active EE | $6,344 | $8,935-29.0% | $8,221-22.8% | $6,3410% |
| Admin fee / account holder | $8,926 | $14,293-37.6% | $12,045-25.9% | $12,309-27.5% |