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 | $26,776 | $48,795-45.1% | $65,493-59.1% | $84,808-68.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.29% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $4,213 | $1,930+118.3% | $2,574+63.7% | $2,631+60.1% |
| Participant deferral / active EE | $2,328 | $2,928-20.5% | $3,961-41.2% | $4,212-44.7% |
| Admin fee / account holder | $1,174 | $3,877-69.7% | $5,028-76.6% | $7,344-84.0% |