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 9-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 | $197,888 | $150,440+31.5% | $136,294+45.2% | $147,584+34.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 6.74% | 1049.08%-1042.3pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $3,344 | $5,256-36.4% | $4,695-28.8% | $4,876-31.4% |
| Participant deferral / active EE | $9,364 | $6,630+41.2% | $6,247+49.9% | $5,439+72.2% |
| Admin fee / account holder | $1,177 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |