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 10-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 | $25,739 | $150,440-82.9% | $136,294-81.1% | $147,584-82.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 3.60% | 1049.08%-1045.5pp | 5155.94%-5152.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $2,261 | $5,256-57.0% | $4,695-51.9% | $4,876-53.6% |
| Participant deferral / active EE | $4,488 | $6,630-32.3% | $6,247-28.2% | $5,439-17.5% |
| Admin fee / account holder | $781 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |