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 | $145,164 | $61,605+135.6% | $112,229+29.3% | $75,163+93.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 9.39% | 28.47%-19.1pp | 30.20%-20.8pp | 160.62%-151.2pp |
| Employer contribution / active EE | $3,617 | $2,015+79.5% | $3,430+5.4% | $2,670+35.5% |
| Participant deferral / active EE | $6,949 | $3,108+123.6% | $4,798+44.8% | $4,125+68.5% |
| Admin fee / account holder | $45,944 | $4,862+844.9% | $7,748+492.9% | $5,651+713.0% |