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 5-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 | $43,643 | $217,402-79.9% | $185,823-76.5% | $167,490-73.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.07% | 148.36%-145.3pp | 122.05%-119.0pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,436 | $5,873-75.6% | $5,167-72.2% | $4,837-70.3% |
| Participant deferral / active EE | $10,412 | $6,356+63.8% | $5,568+87.0% | $6,341+64.2% |
| Admin fee / account holder | $1,031 | $19,811-94.8% | $16,237-93.7% | $12,309-91.6% |