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 | $21,115 | $158,398-86.7% | $126,539-83.3% | $142,382-85.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.10% | 593.76%-585.7pp | 425.95%-417.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $303 | $4,650-93.5% | $3,674-91.7% | $4,299-92.9% |
| Participant deferral / active EE | $1,602 | $4,767-66.4% | $4,083-60.8% | $6,507-75.4% |
| Admin fee / account holder | $4,403 | $6,918-36.4% | $6,065-27.4% | $12,624-65.1% |