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 8-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 | $66,405 | $73,933-10.2% | $96,683-31.3% | $75,163-11.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.18% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $10,997 | $2,928+275.6% | $3,737+194.3% | $2,670+311.9% |
| Participant deferral / active EE | $8,182 | $3,659+123.6% | $4,878+67.7% | $4,125+98.3% |
| Admin fee / account holder | $1,027 | $5,216-80.3% | $6,730-84.7% | $5,651-81.8% |