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 5-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 | $56,896 | $114,381-50.3% | $107,525-47.1% | $142,382-60.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.95% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,958 | $4,015-26.3% | $3,754-21.2% | $4,299-31.2% |
| Participant deferral / active EE | $9,934 | $5,564+78.5% | $5,116+94.2% | $6,507+52.7% |
| Admin fee / account holder | $2,949 | $9,860-70.1% | $8,919-66.9% | $12,624-76.6% |