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 | $118,891 | $109,982+8.1% | $97,226+22.3% | $145,922-18.5% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 7.59% | 242.90%-235.3pp | 75.13%-67.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $11,909 | $3,084+286.2% | $2,729+336.4% | $4,660+155.6% |
| Participant deferral / active EE | $6,179 | $4,676+32.1% | $4,264+44.9% | $6,688-7.6% |
| Admin fee / account holder | $308 | $6,221-95.0% | $5,654-94.5% | $13,397-97.7% |