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 9-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 | $68,483 | $96,635-29.1% | $86,612-20.9% | $139,434-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.11% | 106.41%-96.3pp | 591.07%-581.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $5,500 | $3,263+68.6% | $3,022+82.0% | $4,751+15.8% |
| Participant deferral / active EE | $12,583 | $4,836+160.2% | $4,438+183.6% | $6,710+87.5% |
| Admin fee / account holder | $2,190 | $6,408-65.8% | $5,614-61.0% | $11,403-80.8% |