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 | $25,532 | $102,317-75.0% | $146,958-82.6% | $80,856-68.4% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,686 | $3,713+26.2% | $4,933-5.0% | $2,755+70.1% |
| Participant deferral / active EE | $5,609 | $6,644-15.6% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $20,162 | $7,941+153.9% | $12,998+55.1% | $6,918+191.4% |