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 | $103,229 | $53,516+92.9% | $126,539-18.4% | $84,808+21.7% |
| Participation rate | 96.2% | 58.2%+37.9pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | 9.82% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,132 | $2,671+92.2% | $4,083+25.7% | $4,212+21.9% |
| Admin fee / account holder | $12,603 | $4,497+180.3% | $6,065+107.8% | $7,344+71.6% |