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 | $75,566 | $77,314-2.3% | $177,989-57.5% | $80,856-6.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.05% | 18.09%-8.0pp | 294.48%-284.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,305 | $2,292+0.6% | $3,949-41.6% | $2,755-16.3% |
| Participant deferral / active EE | $7,124 | $4,411+61.5% | $6,276+13.5% | $4,296+65.8% |
| Admin fee / account holder | $5,456 | $7,191-24.1% | $10,363-47.4% | $6,918-21.1% |