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 | $111,186 | $180,749-38.5% | $160,784-30.8% | $137,256-19.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.64% | 2234.46%-2224.8pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,356 | $4,155-19.2% | $3,733-10.1% | $4,156-19.3% |
| Participant deferral / active EE | $9,984 | $6,844+45.9% | $6,293+58.7% | $6,407+55.8% |
| Admin fee / account holder | $22,975 | $10,397+121.0% | $9,717+136.4% | $12,270+87.2% |