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 | $235,263 | $74,888+214.2% | $71,209+230.4% | $142,382+65.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.31% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,160 | $2,854-24.3% | $2,721-20.6% | $4,299-49.8% |
| Participant deferral / active EE | $27,250 | $4,454+511.8% | $4,175+552.7% | $6,507+318.8% |
| Admin fee / account holder | $14,577 | $5,568+161.8% | $5,349+172.5% | $12,624+15.5% |