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 | $48,692 | $51,638-5.7% | $68,368-28.8% | $82,448-40.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 3.72% | 37.53%-33.8pp | 292.57%-288.9pp | 41.64%-37.9pp |
| Employer contribution / active EE | $2,739 | $2,047+33.8% | $2,649+3.4% | $2,551+7.4% |
| Participant deferral / active EE | $3,468 | $2,914+19.0% | $4,123-15.9% | $4,139-16.2% |
| Admin fee / account holder | $5,055 | $4,643+8.9% | $5,150-1.8% | $7,234-30.1% |