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 | $123,287 | $155,788-20.9% | $124,672-1.1% | $167,490-26.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.71% | 17.97%-12.3pp | 5142.93%-5137.2pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,377 | $4,163-66.9% | $3,324-58.6% | $4,837-71.5% |
| Participant deferral / active EE | $3,575 | $5,673-37.0% | $4,614-22.5% | $6,341-43.6% |
| Admin fee / account holder | $3,101 | $9,531-67.5% | $7,493-58.6% | $12,309-74.8% |