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 | $42,106 | $209,411-79.9% | $178,490-76.4% | $158,922-73.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.88% | 188.75%-183.9pp | 151.07%-146.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,229 | $5,706-60.9% | $5,011-55.5% | $4,761-53.2% |
| Participant deferral / active EE | $2,284 | $5,954-61.6% | $5,202-56.1% | $5,982-61.8% |
| Admin fee / account holder | $4,006 | $17,074-76.5% | $13,984-71.4% | $11,246-64.4% |