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 | $187,106 | $150,440+24.4% | $136,294+37.3% | $147,584+26.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 6.54% | 1049.08%-1042.5pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $4,447 | $5,256-15.4% | $4,695-5.3% | $4,876-8.8% |
| Participant deferral / active EE | $11,360 | $6,630+71.3% | $6,247+81.8% | $5,439+108.9% |
| Admin fee / account holder | $2,272 | $10,905-79.2% | $9,243-75.4% | $10,885-79.1% |