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 7-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 | $44,499 | $124,185-64.2% | $108,410-59.0% | $167,490-73.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.49% | 1379.64%-1375.2pp | 905.27%-900.8pp | 478.56%-474.1pp |
| Employer contribution / active EE | $15,666 | $4,187+274.2% | $3,558+340.3% | $4,837+223.9% |
| Participant deferral / active EE | $7,939 | $6,908+14.9% | $6,563+21.0% | $6,341+25.2% |
| Admin fee / account holder | $553 | $9,455-94.2% | $7,295-92.4% | $12,309-95.5% |