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 | $30,385 | $157,256-80.7% | $141,162-78.5% | $152,861-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.62% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,783 | $5,261-66.1% | $4,735-62.3% | $4,762-62.6% |
| Participant deferral / active EE | $3,069 | $7,109-56.8% | $6,709-54.3% | $5,850-47.5% |
| Admin fee / account holder | $19,525 | $12,120+61.1% | $10,261+90.3% | $11,596+68.4% |