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 | $204,614 | $90,397+126.4% | $76,002+169.2% | $145,959+40.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.00% | 621.97%-618.0pp | 360.07%-356.1pp | 561.95%-558.0pp |
| Employer contribution / active EE | $16,364 | $3,317+393.3% | $2,688+508.7% | $4,661+251.1% |
| Participant deferral / active EE | $5,320 | $5,163+3.0% | $4,257+25.0% | $6,689-20.5% |
| Admin fee / account holder | $9,675 | $8,369+15.6% | $6,414+50.8% | $13,398-27.8% |