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 | $60,163 | $96,635-37.7% | $86,612-30.5% | $139,434-56.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 2.16% | 106.41%-104.2pp | 591.07%-588.9pp | 372.94%-370.8pp |
| Employer contribution / active EE | $6,723 | $3,263+106.0% | $3,022+122.4% | $4,751+41.5% |
| Participant deferral / active EE | $3,593 | $4,836-25.7% | $4,438-19.0% | $6,710-46.5% |
| Admin fee / account holder | $2,109 | $6,408-67.1% | $5,614-62.4% | $11,403-81.5% |