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 | $114,368 | $159,934-28.5% | $147,005-22.2% | $145,959-21.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 6.84% | 98.24%-91.4pp | 418.76%-411.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $3,547 | $5,287-32.9% | $4,934-28.1% | $4,661-23.9% |
| Participant deferral / active EE | $6,352 | $8,427-24.6% | $8,070-21.3% | $6,689-5.0% |
| Admin fee / account holder | $10,654 | $15,053-29.2% | $13,006-18.1% | $13,398-20.5% |