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 | $41,588 | $63,346-34.3% | $92,233-54.9% | $70,131-40.7% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 11.98% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,251 | $2,471+31.6% | $3,679-11.6% | $2,342+38.8% |
| Participant deferral / active EE | $2,462 | $2,854-13.7% | $3,897-36.8% | $3,332-26.1% |
| Admin fee / account holder | $9,013 | $3,840+134.7% | $5,194+73.5% | $4,645+94.0% |