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 | $105,379 | $89,355+17.9% | $141,162-25.3% | $72,985+44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.38% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $10,010 | $3,114+221.4% | $4,735+111.4% | $2,440+310.3% |
| Participant deferral / active EE | $8,452 | $5,418+56.0% | $6,709+26.0% | $3,607+134.3% |
| Admin fee / account holder | $5,108 | $5,958-14.3% | $10,261-50.2% | $5,124-0.3% |