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 | $47,615 | $159,901-70.2% | $146,958-67.6% | $145,922-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.04% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $3,779 | $5,286-28.5% | $4,933-23.4% | $4,660-18.9% |
| Participant deferral / active EE | $10,507 | $8,428+24.7% | $8,070+30.2% | $6,688+57.1% |
| Admin fee / account holder | $2,307 | $15,044-84.7% | $12,998-82.3% | $13,397-82.8% |