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 | $217,505 | $168,632+29.0% | $147,614+47.3% | $125,391+73.5% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -5.61% | 77.65%-83.3pp | 61.98%-67.6pp | 282.22%-287.8pp |
| Employer contribution / active EE | $13,630 | $6,252+118.0% | $5,564+145.0% | $4,866+180.1% |
| Participant deferral / active EE | $2,188 | $5,507-60.3% | $4,895-55.3% | $5,352-59.1% |
| Admin fee / account holder | $2,335 | $13,580-82.8% | $11,611-79.9% | $9,540-75.5% |