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 | $147,089 | $58,828+150.0% | $77,999+88.6% | $62,891+133.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.63% | 17.16%-12.5pp | 425.96%-421.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $4,239 | $1,672+153.6% | $2,470+71.6% | $2,281+85.8% |
| Participant deferral / active EE | $3,746 | $2,686+39.5% | $3,497+7.1% | $3,203+17.0% |
| Admin fee / account holder | $1,869 | $4,393-57.5% | $5,480-65.9% | $4,296-56.5% |