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 | $179,910 | $150,440+19.6% | $136,294+32.0% | $147,584+21.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.58% | 1049.08%-1040.5pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,958 | $5,256-43.7% | $4,695-37.0% | $4,876-39.3% |
| Participant deferral / active EE | $8,596 | $6,630+29.6% | $6,247+37.6% | $5,439+58.0% |
| Admin fee / account holder | $11,669 | $10,905+7.0% | $9,243+26.2% | $10,885+7.2% |