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 | $170,960 | $78,422+118.0% | $95,952+78.2% | $79,858+114.1% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | -8.13% | 19.37%-27.5pp | 91.61%-99.7pp | 31.71%-39.8pp |
| Employer contribution / active EE | $12,195 | $1,945+527.0% | $2,541+379.9% | $2,471+393.6% |
| Participant deferral / active EE | $14,710 | $3,440+327.6% | $4,167+253.0% | $3,740+293.3% |
| Admin fee / account holder | $17,554 | $5,622+212.2% | $6,795+158.3% | $5,306+230.8% |