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 | $56,117 | $111,754-49.8% | $103,333-45.7% | $145,922-61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.58% | 24.77%-18.2pp | 24.88%-18.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,813 | $4,212-33.2% | $3,868-27.3% | $4,660-39.6% |
| Participant deferral / active EE | $16,565 | $5,619+194.8% | $5,057+227.5% | $6,688+147.7% |
| Admin fee / account holder | $3,712 | $9,750-61.9% | $8,355-55.6% | $13,397-72.3% |