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 8-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 | $114,489 | $109,817+4.3% | $98,442+16.3% | $167,490-31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.23% | 1956.69%-1949.5pp | 1492.73%-1485.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $22,867 | $3,224+609.3% | $2,960+672.6% | $4,837+372.7% |
| Participant deferral / active EE | $11,750 | $4,673+151.4% | $4,276+174.8% | $6,341+85.3% |
| Admin fee / account holder | $28,328 | $6,753+319.5% | $5,949+376.2% | $12,309+130.1% |