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 | $47,420 | $77,314-38.7% | $177,989-73.4% | $80,856-41.4% |
| Participation rate | 97.3% | 65.7%+31.6pp | 77.1%+20.2pp | 67.6%+29.7pp |
| Annual return | 8.54% | 18.09%-9.5pp | 294.48%-285.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,947 | $2,292+115.9% | $3,949+25.3% | $2,755+79.6% |
| Participant deferral / active EE | $5,559 | $4,411+26.0% | $6,276-11.4% | $4,296+29.4% |
| Admin fee / account holder | $1,037 | $7,191-85.6% | $10,363-90.0% | $6,918-85.0% |