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 | $50,207 | $105,998-52.6% | $92,233-45.6% | $147,584-66.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 5.13% | 50.05%-44.9pp | 176.28%-171.2pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,918 | $4,333-55.7% | $3,679-47.9% | $4,876-60.7% |
| Participant deferral / active EE | $2,148 | $4,478-52.0% | $3,897-44.9% | $5,439-60.5% |
| Admin fee / account holder | $916 | $6,332-85.5% | $5,194-82.4% | $10,885-91.6% |