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 | $109,675 | $73,515+49.2% | $62,995+74.1% | $147,584-25.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 8.36% | 175.43%-167.1pp | 87.57%-79.2pp | 578.55%-570.2pp |
| Employer contribution / active EE | $4,007 | $3,320+20.7% | $2,759+45.2% | $4,876-17.8% |
| Participant deferral / active EE | $13,232 | $4,185+216.2% | $3,329+297.4% | $5,439+143.3% |
| Admin fee / account holder | $2,884 | $5,953-51.6% | $3,600-19.9% | $10,885-73.5% |