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 | $101,550 | $105,126-3.4% | $94,646+7.3% | $139,434-27.2% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 9.61% | 38.03%-28.4pp | 156.71%-147.1pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,690 | $4,106+38.6% | $3,672+54.9% | $4,751+19.8% |
| Participant deferral / active EE | $6,863 | $7,599-9.7% | $7,418-7.5% | $6,710+2.3% |
| Admin fee / account holder | $30,000 | $8,984+233.9% | $7,231+314.9% | $11,403+163.1% |