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 6-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 | $92,041 | $111,754-17.6% | $103,333-10.9% | $145,922-36.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.08% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $28,022 | $4,212+565.2% | $3,868+624.5% | $4,660+501.4% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $1,093 | $9,750-88.8% | $8,355-86.9% | $13,397-91.8% |