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 | $184,110 | $159,602+15.4% | $150,045+22.7% | $142,382+29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.60% | 70.24%-62.6pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $9,253 | $4,961+86.5% | $4,693+97.2% | $4,299+115.2% |
| Participant deferral / active EE | $16,738 | $8,310+101.4% | $7,997+109.3% | $6,507+157.2% |
| Admin fee / account holder | $7,359 | $14,846-50.4% | $13,435-45.2% | $12,624-41.7% |