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 | $108,753 | $197,591-45.0% | $177,821-38.8% | $158,922-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.43% | 58.76%-53.3pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $4,125 | $6,697-38.4% | $5,918-30.3% | $4,761-13.4% |
| Participant deferral / active EE | $19,576 | $8,405+132.9% | $7,714+153.8% | $5,982+227.2% |
| Admin fee / account holder | $159,334 | $15,399+934.7% | $12,427+1182.1% | $11,246+1316.8% |