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 | $41,666 | $88,751-53.1% | $81,812-49.1% | $145,922-71.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.15% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $7,489 | $3,083+142.9% | $2,912+157.1% | $4,660+60.7% |
| Participant deferral / active EE | $3,979 | $4,643-14.3% | $4,319-7.9% | $6,688-40.5% |
| Admin fee / account holder | $2,211 | $8,415-73.7% | $7,386-70.1% | $13,397-83.5% |