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 4-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 | $52,180 | $159,901-67.4% | $146,958-64.5% | $145,922-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,334 | $5,286-55.8% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $12,175 | $8,428+44.5% | $8,070+50.9% | $6,688+82.1% |
| Admin fee / account holder | $475 | $15,044-96.8% | $12,998-96.3% | $13,397-96.5% |