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 | $71,176 | $111,814-36.3% | $103,374-31.1% | $145,959-51.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.45% | 24.77%-18.3pp | 24.89%-18.4pp | 561.95%-555.5pp |
| Employer contribution / active EE | $9,206 | $4,214+118.5% | $3,869+137.9% | $4,661+97.5% |
| Participant deferral / active EE | $6,340 | $5,618+12.9% | $5,058+25.4% | $6,689-5.2% |
| Admin fee / account holder | $1,664 | $9,754-82.9% | $8,394-80.2% | $13,398-87.6% |