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 3-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 | $67,944 | $106,584-36.3% | $101,326-32.9% | $142,382-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.15% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,038 | $3,956-23.2% | $3,665-17.1% | $4,299-29.3% |
| Participant deferral / active EE | $16,539 | $8,297+99.3% | $7,994+106.9% | $6,507+154.2% |
| Admin fee / account holder | $327 | $11,446-97.1% | $11,185-97.1% | $12,624-97.4% |