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 | $49,243 | $74,888-34.2% | $71,209-30.8% | $142,382-65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.40% | 345.14%-335.7pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,157 | $2,854-24.4% | $2,721-20.7% | $4,299-49.8% |
| Participant deferral / active EE | $5,678 | $4,454+27.5% | $4,175+36.0% | $6,507-12.7% |
| Admin fee / account holder | $7,287 | $5,568+30.9% | $5,349+36.2% | $12,624-42.3% |