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 | $84,127 | $74,888+12.3% | $71,209+18.1% | $142,382-40.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 9.45% | 345.14%-335.7pp | 282.51%-273.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,757 | $2,854+66.7% | $2,721+74.8% | $4,299+10.7% |
| Participant deferral / active EE | $7,787 | $4,454+74.8% | $4,175+86.5% | $6,507+19.7% |
| Admin fee / account holder | $1,917 | $5,568-65.6% | $5,349-64.2% | $12,624-84.8% |