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 | $182,508 | $54,705+233.6% | $71,209+156.3% | $84,808+115.2% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.4pp |
| Annual return | 12.57% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $7,072 | $2,158+227.7% | $2,721+159.9% | $2,631+168.8% |
| Participant deferral / active EE | $4,150 | $3,030+36.9% | $4,175-0.6% | $4,212-1.5% |
| Admin fee / account holder | $3,294 | $4,863-32.3% | $5,349-38.4% | $7,344-55.1% |