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 | $62,427 | $183,519-66.0% | $155,509-59.9% | $145,922-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.56% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,274 | $5,313-57.2% | $4,672-51.3% | $4,660-51.2% |
| Participant deferral / active EE | $4,559 | $6,462-29.4% | $5,626-19.0% | $6,688-31.8% |
| Admin fee / account holder | $581 | $19,313-97.0% | $15,912-96.3% | $13,397-95.7% |