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 | $89,638 | $102,317-12.4% | $146,958-39.0% | $80,856+10.9% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 11.66% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,254 | $3,713-39.3% | $4,933-54.3% | $2,755-18.2% |
| Participant deferral / active EE | $4,641 | $6,644-30.1% | $8,070-42.5% | $4,296+8.0% |
| Admin fee / account holder | $793 | $7,941-90.0% | $12,998-93.9% | $6,918-88.5% |