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 | $124,319 | $202,318-38.6% | $172,739-28.0% | $152,861-18.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.05% | 1029.65%-1021.6pp | 802.84%-794.8pp | 345.32%-337.3pp |
| Employer contribution / active EE | $15,176 | $5,856+159.1% | $5,143+195.1% | $4,762+218.7% |
| Participant deferral / active EE | $9,384 | $5,948+57.8% | $5,198+80.6% | $5,850+60.4% |
| Admin fee / account holder | $38,535 | $17,109+125.2% | $13,954+176.2% | $11,596+232.3% |