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 4-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 | $167,357 | $109,904+52.3% | $97,167+72.2% | $145,959+14.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.86% | 243.43%-237.6pp | 75.27%-69.4pp | 561.95%-556.1pp |
| Employer contribution / active EE | $36,549 | $3,084+1084.9% | $2,729+1239.3% | $4,661+684.2% |
| Participant deferral / active EE | $18,809 | $4,676+302.2% | $4,264+341.2% | $6,689+181.2% |
| Admin fee / account holder | $1,110 | $6,216-82.2% | $5,650-80.4% | $13,398-91.7% |