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 | $89,544 | $68,346+31.0% | $94,646-5.4% | $75,163+19.1% |
| Participation rate | 70.4% | 76.1%-5.7pp | 80.8%-10.5pp | 67.2%+3.2pp |
| Annual return | 14.92% | 616.93%-602.0pp | 156.71%-141.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,378 | $2,701-49.0% | $3,672-62.5% | $2,670-48.4% |
| Participant deferral / active EE | $3,855 | $6,537-41.0% | $7,418-48.0% | $4,125-6.6% |
| Admin fee / account holder | $3,559 | $5,326-33.2% | $7,231-50.8% | $5,651-37.0% |