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 | $31,964 | $58,726-45.6% | $92,233-65.3% | $62,292-48.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.73% | 43.62%-33.9pp | 176.28%-166.5pp | 28.90%-19.2pp |
| Employer contribution / active EE | $19,346 | $2,392+708.9% | $3,679+425.8% | $2,042+847.3% |
| Participant deferral / active EE | $1,307 | $2,766-52.7% | $3,897-66.5% | $3,169-58.8% |
| Admin fee / account holder | $6,911 | $556+1141.9% | $5,194+33.1% | $479+1341.7% |