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 | $57,864 | $100,773-42.6% | $88,946-34.9% | $142,382-59.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.11% | 70.18%-67.1pp | 57.82%-54.7pp | 217.08%-214.0pp |
| Employer contribution / active EE | $6,862 | $2,918+135.2% | $2,555+168.6% | $4,299+59.6% |
| Participant deferral / active EE | $16,828 | $5,230+221.7% | $4,581+267.3% | $6,507+158.6% |
| Admin fee / account holder | $327 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |