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 | $55,515 | $63,346-12.4% | $92,233-39.8% | $70,131-20.8% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 12.22% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,595 | $2,471+5.0% | $3,679-29.5% | $2,342+10.8% |
| Participant deferral / active EE | $3,257 | $2,854+14.1% | $3,897-16.4% | $3,332-2.2% |
| Admin fee / account holder | $30,311 | $3,840+689.3% | $5,194+483.6% | $4,645+552.5% |