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 | $60,463 | $89,355-32.3% | $141,162-57.2% | $72,985-17.2% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 14.62% | 111.85%-97.2pp | 71.39%-56.8pp | 81.00%-66.4pp |
| Employer contribution / active EE | $4,487 | $3,114+44.1% | $4,735-5.2% | $2,440+83.9% |
| Participant deferral / active EE | $2,620 | $5,418-51.6% | $6,709-61.0% | $3,607-27.4% |
| Admin fee / account holder | $10,736 | $5,958+80.2% | $10,261+4.6% | $5,124+109.5% |