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 | $35,533 | $80,753-56.0% | $136,294-73.9% | $62,292-43.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.01% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,092 | $2,884-27.5% | $4,695-55.4% | $2,042+2.4% |
| Participant deferral / active EE | $5,094 | $5,164-1.4% | $6,247-18.5% | $3,169+60.7% |
| Admin fee / account holder | $1,968 | $525+274.5% | $9,243-78.7% | $479+310.5% |