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 | $173,255 | $129,942+33.3% | $104,294+66.1% | $134,475+28.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -22.71% | 42.03%-64.7pp | 24.61%-47.3pp | 417.96%-440.7pp |
| Employer contribution / active EE | $21,290 | $4,184+408.8% | $3,372+531.4% | $4,740+349.2% |
| Participant deferral / active EE | $15,250 | $5,588+172.9% | $4,625+229.7% | $6,400+138.3% |
| Admin fee / account holder | $986 | $9,323-89.4% | $7,339-86.6% | $11,426-91.4% |