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 | $51,357 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 10.01% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $7,406 | $5,856+26.5% | $5,143+44.0% | $4,762+55.5% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,850-36.8% |
| Admin fee / account holder | $750 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |