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 | $80,379 | $49,173+63.5% | $121,098-33.6% | $75,163+6.9% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.8pp | 67.2%+29.1pp |
| Annual return | 11.43% | 55.99%-44.6pp | 985.75%-974.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,251 | $2,628+137.9% | $4,080+53.2% | $4,125+51.5% |
| Admin fee / account holder | $4,705 | $3,942+19.4% | $5,644-16.6% | $5,651-16.7% |