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 | $75,486 | $114,047-33.8% | $96,139-21.5% | $167,490-54.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.95% | 189.88%-181.9pp | 191.94%-184.0pp | 478.56%-470.6pp |
| Employer contribution / active EE | $6,012 | $3,427+75.4% | $2,797+114.9% | $4,837+24.3% |
| Participant deferral / active EE | $11,211 | $5,194+115.9% | $4,349+157.8% | $6,341+76.8% |
| Admin fee / account holder | $1,524 | $6,897-77.9% | $5,537-72.5% | $12,309-87.6% |