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 | $218,411 | $183,519+19.0% | $155,509+40.4% | $145,922+49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.01% | 61.17%-58.2pp | 64.67%-61.7pp | 561.29%-558.3pp |
| Employer contribution / active EE | $4,469 | $5,313-15.9% | $4,672-4.4% | $4,660-4.1% |
| Participant deferral / active EE | $11,349 | $6,462+75.6% | $5,626+101.7% | $6,688+69.7% |
| Admin fee / account holder | $2,850 | $19,313-85.2% | $15,912-82.1% | $13,397-78.7% |