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 | $176,325 | $117,841+49.6% | $102,423+72.2% | $145,922+20.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.15% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,371 | $3,615-6.7% | $3,023+11.5% | $4,660-27.6% |
| Participant deferral / active EE | $3,697 | $5,731-35.5% | $5,053-26.8% | $6,688-44.7% |
| Admin fee / account holder | $27,232 | $13,326+104.3% | $9,451+188.1% | $13,397+103.3% |