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 | $141,463 | $99,985+41.5% | $146,665-3.5% | $85,850+64.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.15% | 18.93%-7.8pp | 22.74%-11.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $7,584 | $2,559+196.4% | $4,136+83.4% | $2,565+195.7% |
| Participant deferral / active EE | $9,243 | $4,006+130.7% | $5,506+67.9% | $3,952+133.9% |
| Admin fee / account holder | $3,958 | $7,702-48.6% | $10,280-61.5% | $6,260-36.8% |