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 | $168,499 | $99,020+70.2% | $86,590+94.6% | $147,584+14.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.19% | 1312.34%-1304.1pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $6,270 | $3,132+100.2% | $2,839+120.8% | $4,876+28.6% |
| Participant deferral / active EE | $2,461 | $3,972-38.0% | $3,609-31.8% | $5,439-54.7% |
| Admin fee / account holder | $2,547 | $5,710-55.4% | $4,906-48.1% | $10,885-76.6% |