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 | $154,393 | $65,561+135.5% | $86,188+79.1% | $75,163+105.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.19% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.4pp |
| Employer contribution / active EE | $6,464 | $1,553+316.3% | $2,380+171.6% | $2,670+142.1% |
| Participant deferral / active EE | $5,974 | $3,024+97.6% | $3,985+49.9% | $4,125+44.8% |
| Admin fee / account holder | $1,202 | $5,474-78.0% | $6,852-82.5% | $5,651-78.7% |