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 | $70,927 | $111,535-36.4% | $105,223-32.6% | $137,256-48.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.10% | 237.85%-229.8pp | 180.65%-172.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,435 | $3,939-38.2% | $3,689-34.0% | $4,156-41.4% |
| Participant deferral / active EE | $5,908 | $5,500+7.4% | $5,072+16.5% | $6,407-7.8% |
| Admin fee / account holder | $957 | $9,721-90.2% | $8,859-89.2% | $12,270-92.2% |