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 | $161,576 | $108,919+48.3% | $100,391+60.9% | $145,922+10.7% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 7.81% | 57.88%-50.1pp | 49.20%-41.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,326 | $4,419-24.7% | $3,942-15.6% | $4,660-28.6% |
| Participant deferral / active EE | $2,399 | $8,445-71.6% | $8,082-70.3% | $6,688-64.1% |
| Admin fee / account holder | $1,944 | $9,689-79.9% | $7,899-75.4% | $13,397-85.5% |