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 | $116,614 | $157,256-25.8% | $141,162-17.4% | $152,861-23.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.26% | 64.32%-55.1pp | 71.39%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $3,697 | $5,261-29.7% | $4,735-21.9% | $4,762-22.4% |
| Participant deferral / active EE | $15,779 | $7,109+122.0% | $6,709+135.2% | $5,850+169.7% |
| Admin fee / account holder | $764 | $12,120-93.7% | $10,261-92.6% | $11,596-93.4% |