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 | $63,115 | $209,832-69.9% | $189,513-66.7% | $167,490-62.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.36% | 748.27%-743.9pp | 555.15%-550.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $16,516 | $6,914+138.9% | $6,162+168.1% | $4,837+241.4% |
| Participant deferral / active EE | $13,981 | $8,935+56.5% | $8,221+70.1% | $6,341+120.5% |
| Admin fee / account holder | $23,840 | $14,293+66.8% | $12,045+97.9% | $12,309+93.7% |