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 | $170,048 | $95,561+77.9% | $77,163+120.4% | $139,434+22.0% |
| Participation rate | 93.8% | 73.9%+19.8pp | 69.6%+24.2pp | 80.3%+13.4pp |
| Annual return | 0.97% | 54.92%-54.0pp | 37.87%-36.9pp | 372.94%-372.0pp |
| Employer contribution / active EE | $7,706 | $3,147+144.8% | $2,535+204.0% | $4,751+62.2% |
| Participant deferral / active EE | $5,863 | $4,624+26.8% | $3,833+53.0% | $6,710-12.6% |
| Admin fee / account holder | $2,223 | $8,295-73.2% | $5,472-59.4% | $11,403-80.5% |