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 | $66,908 | $89,355-25.1% | $141,162-52.6% | $72,985-8.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.65% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,889 | $3,114-7.2% | $4,735-39.0% | $2,440+18.4% |
| Participant deferral / active EE | $5,296 | $5,418-2.2% | $6,709-21.1% | $3,607+46.8% |
| Admin fee / account holder | $411 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |