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 7-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 | $156,106 | $117,841+32.5% | $102,423+52.4% | $145,922+7.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.41% | 31.65%-27.2pp | 29.32%-24.9pp | 561.29%-556.9pp |
| Employer contribution / active EE | $2,513 | $3,615-30.5% | $3,023-16.9% | $4,660-46.1% |
| Participant deferral / active EE | $18,400 | $5,731+221.1% | $5,053+264.1% | $6,688+175.1% |
| Admin fee / account holder | $1,215 | $13,326-90.9% | $9,451-87.1% | $13,397-90.9% |