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 | $110,801 | $111,724-0.8% | $93,606+18.4% | $145,922-24.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 7.30% | 202.98%-195.7pp | 133.20%-125.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,994 | $3,090-35.4% | $2,420-17.6% | $4,660-57.2% |
| Participant deferral / active EE | $5,865 | $4,912+19.4% | $4,411+32.9% | $6,688-12.3% |
| Admin fee / account holder | $11,808 | $10,250+15.2% | $8,285+42.5% | $13,397-11.9% |