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 | $117,512 | $117,983-0.4% | $101,794+15.4% | $142,382-17.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.70% | 36.92%-28.2pp | 30.53%-21.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,567 | $2,773-43.5% | $2,289-31.5% | $4,299-63.5% |
| Participant deferral / active EE | $7,266 | $4,714+54.1% | $4,084+77.9% | $6,507+11.7% |
| Admin fee / account holder | $41,153 | $10,433+294.4% | $8,777+368.9% | $12,624+226.0% |