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 | $44,560 | $63,861-30.2% | $104,607-57.4% | $79,858-44.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 9.04% | 21.30%-12.3pp | 340.46%-331.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,290 | $1,588+107.2% | $2,681+22.7% | $2,471+33.2% |
| Participant deferral / active EE | $4,638 | $2,693+72.2% | $3,740+24.0% | $3,740+24.0% |
| Admin fee / account holder | $11,438 | $4,185+173.3% | $6,473+76.7% | $5,306+115.6% |