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 | $63,754 | $98,240-35.1% | $82,313-22.5% | $147,584-56.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.55% | 30.85%-22.3pp | 25.88%-17.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $608 | $3,192-81.0% | $2,428-75.0% | $4,876-87.5% |
| Participant deferral / active EE | $6,482 | $4,383+47.9% | $3,706+74.9% | $5,439+19.2% |
| Admin fee / account holder | $9,215 | $8,563+7.6% | $5,608+64.3% | $10,885-15.3% |