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 | $48,107 | $183,963-73.8% | $162,163-70.3% | $152,861-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.21% | 150.76%-138.6pp | 115.59%-103.4pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,589 | $6,371-59.4% | $5,614-53.9% | $4,762-45.6% |
| Participant deferral / active EE | $10,642 | $8,034+32.5% | $7,298+45.8% | $5,850+81.9% |
| Admin fee / account holder | $5,974 | $13,121-54.5% | $10,843-44.9% | $11,596-48.5% |